Written by Robert T. Nickerson Estate planning doesn’t just affect the people you want to address like your family; it can affect the family for generations in the long run. A good example of this is from the founding father and first president, George Washington. According to his will and last testament of 1799, George…
Written by Robert Nickerson Estate Planning becomes a greater challenge when a loved one like a spouse or an offspring has a chronic illness like Parkinson’s, senile dementia or multiple sclerosis. Chronic Illness is Not a Rare Situation If we were to look at the numbers, there are over a 120 million Americans that suffer with a…
This article examines the unique planning requirements of families with children, grandchildren or other family members (such as parents) with special needs. There are numerous misconceptions in this area that can result in costly mistakes when planning for special needs beneficiaries. Understanding the pitfalls associated with special needs planning is a must for all of us who…
The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature and can actually cause more problems than they solve, especially for our senior population. This issue of theElderCounselore-newsletter is intended to highlight the benefits of a comprehensive, detailed power of attorney. A proper…
Long-term care is becoming an important issue for our nation to address. We have 78 million aging baby boomers. The costs of long-term care to these baby boomers can be catastrophic and few people have sufficient resources to pay for needed long-term care. In an effort to deal with this growing concern, the Long-Term Care Financing Collaborative (the…
Written by Robert Nickerson In the case of wills, documents, and full estate plans, there have been plenty of sad, badly timed, and simply weird situations that have affected clients in ways that were not considered. The good news is that everyone makes mistakes. It’s a matter of just not repeating those mistakes. Badly written…
Most of us know of someone who has been diagnosed with dementia. It is a costly, heart-breaking and life-altering syndrome that is nearly doubling in numbers of people affected worldwide every 20 years[1]. Dementia has affected the likes of Norman Rockwell, E.B. White, Rita Hayworth, Charlton Heston, Ronald Reagan, Charles Bronson, Margaret Thatcher and many…
Written by Robert T. Nickerson On March 14, 2019, actor Luke Perry, whose original name was Coy Luthor Perry III, died surrounded by his loved ones. Though the actor was famous for playing a teenager on Beverly Hills 90210, he ended up suffering a stroke. A lot of people think that the only ones who can…
We’re proud to be a sponsor for the annual Rooted in Nature Crew Brew Festival in Wildomar, CA. The Temecula Valley has played a significant part in the history of the craft brewing renaissance, with some of the most high profile and famous craft brewers in the world being part of the community. Mitch Steele,…
Written by Robert T. Nickerson It’s no surprise that the cost of living in California has risen to high levels. This has put some of the neediest people that rely on social security in a tough spot as they are no longer able to afford healthy meals. The good news is that it’ll about to…