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Estate Planning

Good News! Covid-19 Stimulus Check & SSI/Medi-Cal LTC recipients

Stimulus checks will not be counted as income and therefore will not impact Medicaid beneciaries or applicants. However, should the stimulus money not be spent within 12 months, it may be counted as an asset, and therefore could impact eligibility in the year ahead.

Categories: Estate Planning, General, Special Needs Trust | Leave a comment

On Air Live Saturday September 22, 1:00pm

The Veterans Administration just announced new rules for the Improved Pension program. The new rules take effect on October 18, 2018. I’m co-hosting with Ed Outland on his Live Call-in Radio show “Aging with Dignity” this Saturday, September 22, from 1-2 pm, to talk about the changes and what they mean to our veterans. Give … Continue reading »

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The Costs of Dementia: For the Patient and the Family

This is a great article about what it takes to be a caregiver for a dementia patient and how to plan for the possibility of it occurring to you either as patient or caregiver. Jun72017 Newsletter

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VLSP Estate Planning Clinic

Even if you “can’t afford” an estate plan, you need to have one. If you qualify VLSP Sacramento will help you out. See the attached flyer. WEST-#1471213-v4-Clinic_Flyer

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On-Air Live October 29, 2016

I don’t want to pester you, but just a quick reminder that this Saturday, October 29th, 1:00pm on AM 1380, yours truly is a guest on Aging with Dignity with Ed Outland. It’s a live call in show, so get your phone charged. We’re talking about Medi-Cal Planning/Recovery and Special Needs Trusts with 529 ABLE Accounts. … Continue reading »

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Top Reasons Everyone Needs a Comprehensive Power of Attorney

The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature and can actually cause more problems than they solve, especially for our senior population. This issue of the ElderCounselor highlights the benefits of a comprehensive, detailed power of attorney, including some of the … Continue reading »

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