Category Archives: Elder Law

Financial and Estate Planning for Possible Dementia

I remember the doctor’s appointment I made for my mother when I first began questioning whether she had dementia. I sat and listened to his questions testing her cognitive loss.  The questions, which I later discovered were fairly standard, were … Continue reading

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The Importance of Selecting the Proper Trustee and Agent

I often tell clients that one of the most important aspects of an estate plan is their selection of a trustee, agent, or other fiduciary.  The best plan in the world can fall apart with a poor selection of fiduciary.  … Continue reading

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A Medicare Resource for Choosing a Nursing Home

The question of whether to place mom or dad into a nursing home can be daunting enough.  If the answer is “yes,” or “it has to be done,” then comes the natural follow-up question – OK then, which one? Medicare’s … Continue reading

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Wolves in Experts' Clothing

California Governor Arnold Schwarzenegger has signed a bill making it more difficult to engage in reverse mortgage scams. Under Senate Bill 1609, reverse mortgage applicants will be required to receive independent advice concerning the pros and cons of the loan … Continue reading

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