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Keep up with the latest news and updates

June 15, 2025

0

Medi-Cal Planning

What Happens When the Insurance Money Runs Out?

They came into my office with a simple but urgent question: “What happens when our Long-Term Care ...

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June 15, 2025

0

Wills And Trusts

Protecting Your Grandkids from the Unexpected

I just finished a multi-generational estate plan for grandparents, their adult child, and two young grandchildren. It ...

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June 15, 2025

0

Medi-Cal Planning

How I’m Protecting My Family from Long-Term Care Costs

70% of people over age 65 will need long-term care. I hope I’m in the other 30%—but ...

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June 3, 2025

0

Probate

This Simple Mistake Could Delay Your Inheritance

A caller recently asked me to review his new Will, which he had created using an online ...

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June 3, 2025

0

Wills And Trusts

A Grandson Lost His Inheritance to a Stranger

When his grandmother passed away, a grandson came to my office holding her Trust. He shared how ...

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June 3, 2025

0

Wills And Trusts

How one mistake turned into a $100k probate battle

A wealthy widower knew his time was limited and decided he needed a Will—or maybe a Trust. ...

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June 3, 2025

0

Medi-Cal Planning

California reinstating Medi-Cal asset limits for seniors

Until recently, California was one of the most generous states when it came to qualifying for Medi-Cal. ...

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June 3, 2025

0

Medi-Cal Planning

Will Medicare still cover rehab and recovery

The federal budget is being cut. While we may understand the need for fiscal responsibility, it becomes ...

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Latest Blog Articles

‘My sons won’t fight’ — famous last words?

I often use mobile notaries because I make house calls. One of my trusted notaries recently shared this

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‘My sons won’t fight’ — famous last words?

[Personal Invitation] Join me on Wednesday

On Wednesday evening, I’m hosting a special workshop for families already facing dementia (or worried about that in

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[Personal Invitation] Join me on Wednesday

2 Out of 3 People with Dementia are Women

The first time I read the statistic that 2 out of 3 people with Alzheimer’s were women, I

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2 Out of 3 People with Dementia are Women
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