Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.
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  • Parents: Help Your Children Now To Make an Important Decision Affecting Your Future - November 2018 Newsletter Many readers responded to my last article, "They Tried to Steal Mom's Money," (click here to read) where I described in detail how my Mom's long-term nursing care insurance carrier attempted to wrongfully deny coverage upon her admission to an assisted living facility. One compelling follow up question I received was, "How did you go about choosing the care facility that was the best fit for your Mom?"
  • Parents: Help Your Children Now To Make an Important Decision Affecting Your Future Many readers responded to my last article, "They Tried to Steal Mom's Money," (click here to read) where I described in detail how my Mom's long-term nursing care insurance carrier attempted to wrongfully deny coverage upon her admission to an assisted living facility. One compelling follow up question I received was, "How did you go about choosing the care facility that was the best fit for your Mom?"
  • They Tried to Steal Mom’s Money! Let me just take a deep breath for a moment and calm myself down. Maybe “steal” is too strong a word. So how about instead I call this article, “They Tried to Cheat Mom Out of Her Money”? You be the judge.
  • They Tried to Steal Mom's Money! - October 2018 Newsletter Let me just take a deep breath for a moment and calm myself down. Maybe "steal" is too strong a word. So how about instead I call this article, "They Tried to Cheat Mom Out of Her Money"? You be the judge.
  • Your DocuBank Card can now hold your Medical Snapshot As a client of our firm, you received a DocuBank Emergency Card when you completed or upgraded your estate plan. We gave you this card to protect you. With it, your doctors can get immediate access to your important “Advanced Health Care Directive” and “HIPAA Authorization”, and enable your appointed health decision maker to step in immediately and handle critical decisions when you no longer can. DocuBank has added a new feature to the Card that we want to bring to your attention.
  • Refinancing a Real Estate Mortgage? Watch Out! Two of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're incapacitated and another called Probate when you pass away. Both threaten unwanted interference into your and your loved ones' personal matters, as well as lots of red tape, delays, expenses and the exposure of your private business to unscrupulous third parties.
  • Refinancing a Real Estate Mortgage? Watch Out! - September 2018 Newsletter Two of the main reasons you set up your Living Trust (or probably should) are to avoid a court procedure called Conservatorship when you're incapacitated and another called Probate when you pass away. Both threaten unwanted interference into your and your loved ones' personal matters, as well as lots of red tape, delays, expenses and the exposure of your private business to unscrupulous third parties.
  • If You Haven't Received Your New Medicare Card Yet, You Better Read This... - August 2018 Newsletter In previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card and how the Social Security Administration is working to avoid this by issuing new cards containing random identification numbers. I thought the problem was about taken care of, but now the saga continues... with yet a new debacle I call "Medicare Card Limbo"! (To see the previous articles, click the following links 1st Medicare Card article and 2nd Medicare Card article)
  • If You Haven’t Received Your New Medicare Card Yet, You Better Read This… In previous articles, I addressed how seniors are needlessly exposed to financial scams because their Social Security number is on their Medicare Card (see line to 1st Medicare Card article) and the way the Social Security Administration in working to avoid this by rising new cards containing random identification numbers (see line to 2nd Medicare card article). I though the problem was about taken care of, but now the saga continues… with yet a new debacle I call “Medicare card limbo”!
  • The Top 10 Scams Targeting Seniors The U.S. Senate Special Committee on Aging has issued a new report, Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting our Nation's Seniors. The report is based on the complaints received by the committee's national fraud hotline, 855-303-9470.
  • The Top 10 Scams Targeting Seniors - July 2018 Newsletter The U.S. Senate Special Committee on Aging has issued a new report, Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting our Nation's Seniors. The report is based on the complaints received by the committee's national fraud hotline, 855-303-9470.
  • Happy (Grand)Father's Day! In June of each year, we celebrate Father's Day, a wonderful, befitting thank you to our fathers. But rarely do we think back about and celebrate our grand- fathers or great-grandfathers - - our more ancient predecessors without whom we would not be here today.