With the baby boomer generation about to transfer most wealth into Generation X and Millennials, many are figuring out how to initiate the movement of their original property to their children and any other trustees. While some assets like money, bonds and stocks are common and rarely a problem, physical property like homes, art, and gold…
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as the statistics below demonstrate, we should all plan for at least a temporary disability. This issue of The ElderCounselorTMexamines the eye-opening statistics surrounding disability and some of the common disability planning options. Disability planning is…
Article written by Liz FarrTale #1: The Attorney and his Grief-Stricken Widow“Patrick” was a successful attorney, whose family came from upper crust Chicago and San Francisco society. He and his wife Danielle lived a comfortable and pampered life, and their grown son and his family lived in an equally grand home just two houses down…
Article by A.J. Fudge, JD As estate planning attorneys, we strive to provide our clients with excellent service and a comprehensive estate plan that will protect all of their interests. We conduct extensive interviews to get to know our clients, and take the time to truly understand their needs and the nuances of their particular…
By David H. LenokAccording to court documents obtained by The Blast, recently deceased star Burt Reynolds intentionally left his 30-year-old son, Quentin, out of his will and named his niece, Nancy Lee Brown Hess, executor of his estate.Though it may be our first instinct to jump to conclusions about the nature of Reynolds’ relationship with the…
While we can’t stop dementia, we can help protect those in its clutches while the medical world continues to seek prevention, treatment and reversal of the condition. Dementia Defined The Alzheimer’s Association defines dementia as, “a general term for a decline in mental ability severe enough to interfere with daily life. Memory loss is an example. Alzheimer’s…
You may already know that not getting enough good sleep can cause daytime sleepiness, an inability to make good decisions, car and other accidents, unhealthy food choices, weight gain, depression, high blood pressure, diabetes and a host of other health problems. But could poor sleep increase your risk of Alzheimer’s, too? Three recent studies are…
We enjoyed sharing information on Estate Planning and V.A. Benefits to a full house at the Highgate Theatre. Highgate is a gorgeous facility for independent living, assisted living and memory care. Contact us or Wendy Hashimoto for more information. Wendi Hashimoto | Community Relations Coordinator Highgate at Temecula › A senior living community42301 Moraga Road, Temecula, CA 92591phone 951-308-1885 cell 909-263-2931www.HighgateSeniorLiving.com
Introduction Most Americans do not know, or refuse to accept, the facts surrounding their potential need for long-term care and the costs associated with it. This was reconfirmed recently in a telephone survey of 1,735 Americans over the age of 40, funded by the SCAN Foundation and conducted by the Associated Press (AP) – NORC Center for…
On June 11, the Department of Veterans Affairs passed a major milestone with the introduction of a telehealth system known as “anywhere-to-anywhere.” This system allows qualified practitioners to access the VA’s telehealth system and provide care to patients across the nation. This issue of The ElderCounselorwill take a closer look at this telehealth system, which is part…