Estate Planning, Elder Law, What’s the Difference?

The short answer: Both share similar concerns. The longer answer: The differences make all the difference.   The Concerns are Similar No matter what age we’re in, life can deliver some hard knocks. Hope for the best, but plan for the worst. We can get into accidents, especially when we’re young and under the impression that we’ll [...]

April 2nd, 2019|

How To Protect Our Veterans From Scams – Five Warning Signs

In the current Internet age, where scammers are increasingly difficult to locate and arrest, consumer awareness and prevention is the best weapon we have to combat these schemes. For that purpose, the AARP Fraud Watch Network and the U.S. Postal Inspection Service have partnered in the launch of Operation Protect Veterans — a national campaign to warn [...]

March 19th, 2019|

Family Caregiving: Make It a Job Like Any Other

Doesn’t it make sense for a family member to care for a senior who needs help at home, rather than paying someone else or an agency? Or uprooting the senior into an institution? The family member can pay the bills, balance the checkbook, keep the house clean, shop and make meals, and take the senior [...]

March 14th, 2019|

San Diego Planning Partnership – Long Term Care & Estate Planning Workshop

What You Will Learn  The San Diego Planning Partnership offers free workshops that cover essential long term care and estate planning topics. The workshops offer unbiased information and expertise from professional and experienced volunteers – in an objective manner and without solicitation. Workshops Include: - Educational presentations on topics including the key legal documents in [...]

February 6th, 2019|

The Cost of Second Wedded Bliss

When people marry for the second time (or more), losing assets to pay for their new spouse’s serious illness is probably the last thing on their minds when they say “I do.” But that could happen. Current costs for long-term care facilities can run between $70,000 – $150,000 annually. According to Longtermcare.gov, studies show that 70% [...]

January 31st, 2019|