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Can Medi-Cal Still Recover From My Canoga Park Estate After I Die?
Can Medi-Cal Still Recover From My Canoga Park Estate After I Die? Yes — but California’s Medi-Cal estate recovery rules are much narrower than they used to be.
Sep 82 min read


Can Medi-Cal Take My Canoga Park Home If I Need Nursing-Home Care?
Can Medi-Cal Take My Canoga Park Home If I Need Nursing-Home Care?Usually, no. Medi-Cal does not simply “take” your Canoga Park home because you need nursing-home care.
Sep 72 min read


Should I Put My IRA in My Living Trust?
Usually, no—but the word “put” causes a lot of confusion. You generally do not transfer ownership of your IRA into your living trust the way you might transfer your house or a regular brokerage account into your trust. But you can name your living trust as the beneficiary of your IRA when you die. Those are two very different things. For many married couples, a common starting point is: IRA stays in your individual name → spouse is primary beneficiary → children or a properly
Aug 157 min read


The Biggest Fear Isn't Dying. It's Losing Control.
For many of us, growing older isn't frightening because of wrinkles or gray hair. It's frightening because, little by little, those small indignities remind us that we're slowly losing control over the things we've taken for granted our entire lives.
Jul 282 min read


Is Your Parent's Amazon Shopping Normal — Or a Warning Sign of Aging?
Mom keeps ordering things online. Dad makes unusual financial decisions. When is it normal aging, and when is it a warning sign? Learn what families should know before a crisis happens.
Jul 204 min read


Your Living Trust Protects Your Things. You Are Not a Thing.
A Complete Estate Plan Protects More Than Property
Estate planning is not just about what happens after death.
It is also about protecting your choices while you are alive.
Jul 133 min read


Can Doctors Talk to Me About My Elderly Parent Without a HIPAA Authorization?
Most caregivers don’t realize they’ve become caregivers until they’re standing in a Costco aisle holding a box of adult diapers. A story about aging parents, HIPAA authorizations, and the quiet way caregiving changes a family.
May 173 min read


What is incapacity planning? (The ice cream sandwich metaphor)
Ice cream sandwich. Three flavors. One freezer. No one talks. Then the freezer breaks. And no one knows who's chocolate anymore. A Dirty Laundry definition about the sandwich generation and incapacity planning.
Apr 232 min read


What is Incapacity in estate planning ?
Your power of attorney is as useful as a used dryer sheet.
Apr 152 min read
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