Blog

"Medicare policy has not kept up with the times.” This, according to Oregon Senator Ron Wyden, one of the authors of bipartisan legislation advocating expanded services through Medicare Advantage. California seniors who qualify will be able to get additional services such as help with chores, safety devices and respite for...

A Deed can seem like an insignificant document, but without it, you can’t buy or sell a property. In the following example, the buyer hadn’t recorded the Deed, and the title remained in the owner’s name for nearly two decades. Nearly 20 years later, an unrecorded Deed surfaces This case study comes...

Eileen Kobrin was 71, lived in New York City and led a busy, active life, but like many seniors who live alone, she worried that an accident would compromise one of the things she valued most--her independence. Two years ago, while on vacation, Eileen tripped and fell, breaking her ankle...

Meet Shirley Avedon. At 90, she missed out on the summer of love, never smoked a joint or tripped out on hallucinogens. But her carpal tunnel syndrome was shooting pains into both of her hands, making it difficult to do even simple tasks. “It’s very painful, sometimes I can’t even...

It’s been two years, and the assisted suicide law remains controversial The End of Life Option Act (EOLOA) went into effect in June, 2016, and it continues to be contentious. Opponents argue that it is both immoral and unconstitutional, that there is too much room for abuse. Advocates believe that terminally...

“Alice” and her husband “Andrew” had a very good question about appointing a Successor Trustee for their Living Trust. At 80, Alice had been diagnosed with cancer, and she was still very weak after months of chemotherapy. Andrew was 85 and dealing with a number of health problems. He had...

The holidays are over, and many Bay Area couples will begin working through the details of their Divorces. January historically has the highest number of Divorce filings. The paperwork, parenting plansand division of assets never get any easier. And this year, the changes from the GOP tax plan could add another layer...

In 2016 The New York Times devoted a special section to Alzheimer’s. It was a beautifully written story, Fraying at the Edges, by N.R. Kleinfield, that focused on Geri Taylor’s heroic journey with the disease. Ms. Taylor had become forgetful; mundane tasks often confused her. One day she got off the subway and...

Susan Beauregard, 49, dreads talking with her 89-year-old mother about what to do with her mom’s treasured set of Lenox china. Ms. Beauregard never uses her own set of Lenox and has even less use for another set. “Mom’s Lenox will sit in a cupboard next to mine.” Her mom...

We recently had a call from Josh, a client we’ve assisted on other matters. He had a question about a family disagreement—not unusual when there’s an inheritance at stake. Their father died in 2012; their mother in 2016. They had an AB Trust. The estate included the family home that...

Small business owners may be looking forward to a tax break in the new year. The GOP tax plan was hastily engineered and rolled out to benefit big corporations--not small business owners. Now a 20% deduction is available to entrepreneurs—but there are limits. You may qualify for the break if...

James and Virginia Null were always fair, dividing everything equally among their three daughters. They worked hard at avoiding any hint of favoritism—going so far as to buy three sets of everything—china, crystal and jewelry—so there would be one to pass on to each daughter. But fairness took a nosedive when...