Blog Post

17 posts

A Quiz!!

My blog this week is a quiz. Let’s see how informed everyone is. Have fun. If you get more than 5 wrong, please be sure to give me a call or sign up for one of my upcoming workshops. T F Medi-Cal requires you to spend-down your assets to poverty […]

What Victory Looks Like

In the last few weeks I have had 3 clients die. That is not in and of itself unusual. After 25 years of working with seniors, the disabled and their families I have had to deal with death quite a lot. It is never fun.  However, what makes these three […]

Myths That Can Hurt

With rare exceptions, every person with whom I have ever met who either has a loved one in a nursing home or in need of one, has begun the conversation by saying something akin to “we have heard that there is nothing we can do.”  “Our family’s fate is sealed.” “What […]

Alzheimer’s & Education

Having more years of formal education delays the memory loss linked to Alzheimer’s disease, but once the condition begins to take hold, better-educated people decline more rapidly, researchers said on Monday. Their study, published in the journal Neurology, tracked memory loss in a group of elderly people from New York […]

Q&A on Life Care Contracts

Some questions and answers about Life Care Contracts: Q. In simple terms, what is a Life Care Contract? A. It is an agreement between someone needing care, typically a parent, and someone providing care, typically a child or grandchild. Q. Why would anyone need such an agreement? A. Let’s use […]

Administration of a Trust

A rough (and wildly incomplete) list of the tasks involved in the administration of a trust, usually following the death of its settlor or surviving settlor. 1.  Send letter to all heirs listing name and date of trust and name and date of death of settlor. List names and addresses […]

10,000 Per Day

No, this is not the cost of a nursing home or your tax bill. This is the number of people who turn 65 every day in America. Let that sink in for a minute, then contemplate the fact that a 65-year old woman today will live another 2 decades. Now […]