As estate planning and trust administration attorneys, we run into quite a few issues regularly with clients where the issue can be resolved by looking at specific documents. Often, the clients cannot find those documents, either because they are very old or because they do not appear to be very important. Here we will go through a list, although not…
The Veteran’s Administration has two major financial programs for Veterans: Compensation and Pension. VA Compensation is a benefit paid on the basis of the kind and severity of a disability that occurred as a result of active duty military service. VA Pension is a benefit paid on the basis of a disability that was not a result of active service…
Big Three from Episode #060: Finding out what’s important to people – who they are and what they like is key to helping maintain quality of life. Work with someone local, knows the communities, assess clients, and have a physical presence. Who pays for long-term care and senior living communities? We do with our assets that we save, long-term care…
Estate planning is not just for seniors. Ideally, as soon as you turn eighteen you should have some version of an estate plan because your parents are no longer automatically able to make decisions or act on your behalf. There are several reasons to create a power of attorney for finances once you turn eighteen. For example, the military helps…
In this continuing series of posts we will focus on Medi-Cal for our over-65 clients who need assistance with long-term care. Here, we continue our discussion of the issues we discuss in our first appointment with our clients. What About Veteran’s Benefits? One preliminary question we ask our clients has to do with their prior military service. In some cases,…