Category Archives for Elder Law
New Law Regarding Inherited IRAs
ALERT! There is a new law regarding inherited IRAs. Here are all the facts: SECURE Act and the Death of the Stretch-IRA On May 23, 2019, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement Bill of 2019 (the “SECURE Act”). Congress just agreed to a bipartisan appropriations bill that will […]
Continue readingCaregiver: Did You Take Care of Your Planning?
I meet many people who are in their 80s and 90s, and almost all of them are facing some kind of health challenge. I focus on making sure that my clients have a plan for both what happens when you die and what happens when you live and need help with care and paying your […]
Continue readingThe MUST HAVE Holiday Conversation
Holidays are just around the corner and families will be gathering to celebrate. This is the time of year when you are able to spend time with your parents. The Alzheimer’s association reports that at age 80 half of all people have some form of dementia, thus if your parents are in that age range […]
Continue readingThe Uncomfortable Conversation about Healthcare Decisions
It’s the Holidays and we all want to talk about Happy Times and Happy Memories. No one wants the memory of my friend who will always remember that just days after Christmas he was called to the hospital he was only 27, his grandmother was gravely ill. His parents were out of town and could […]
Continue readingThe Law Has Changed Time to Update the Trust
As I write this a New Tax Law has just been passed. After spending over 5 hours reading about the new law, the one thing I know is that like all laws whether or not you can benefit from any tax law is based upon your ability to find help in knowing how to make […]
Continue readingAsset Protection
One of the opportunities an Estate Planning Attorney such as Martha Patterson has is to protect inheritances from Creditors. Martha Patterson understands that it is not unusual for someone to want to help a loved one who is facing money problems by leaving an inheritance to the person. Martha also understands that often people with […]
Continue readingVeteran’s Benefits
Did you know that more than 70 million Americans are eligible for Veteran’s Benefits and, in the next decade, the number of veterans 85 and older is expected to triple? Sadly, many individuals and families who are eligible for Veteran’s Benefits do not take advantage of them. For example, millions of wartime veterans and their […]
Continue readingEstate Planning
One thing you can count on is that nothing is certain. Did you know that without simple documents in place to protect you and your family in the event of the unexpected, decisions will be made for you? If you die without a Will, the State has a plan for you. More often than not, […]
Continue readingHelping You Qualify for Medi-Cal Legally and Honestly
Did you know that thousands of Americans that are eligible for Medi-Cal for nursing home care never even apply for benefits? Yet postponing or avoiding this process means you could be wasting thousands of dollars every year. This is especially true if you are married and your loved one is in a Skilled Nursing Home. […]
Continue readingTrust Administration: The First and Most Important Step
Trust administration is a necessary process that occurs after the death of either one or both settlors. To protect the successor trustees, there are many things that must be done to ensure proper administration. Fortunately, working with an attorney for trust administration is a straightfprobate attorney burbank caorward process that will give the successor trustees […]
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