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Elder Law and & Estate Planning Blog

Saturday, May 19, 2018

New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams

New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices.

As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to empty their investment accounts. According to the Read more . . .

Monday, April 2, 2018

New Medicare Cards

Be on the Lookout for New Medicare Cards (and New Card-Related Scams)


The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have beneficiaries' Social Security numbers on them.

The Centers for Medicare and Medicaid Services (CMS) is replacing each beneficiary's Social Security number with a unique identification number, called a Medicare Beneficiary Identifier (MBI). Each MBI will consist of a combination of 11 randomly generated numbers and upper case letters.

Read more . . .

Saturday, June 18, 2016

Limiting California's Scope of Medi-Cal Recovery--Great News!

Congratulations and many thanks to California State Senator Dr. Ed Hernandez, D.O, and also to California Advocates for Nursing Home Reform (CANHR) for their long battle to limit the scope of California's Medi-Cal estate recovery.  This is directly from Dr. Hernandez's website:


June 15, 2016

SACRAMENTO – The California State Senate passed the 2016-17 budget bill by a vote of 27-11.
Read more . . .

Thursday, June 2, 2016

Underestimating the Risk of Disability – The Importance of Being Prepared

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 blog examines the eye-opening statistics surrounding disability and some of the common disability planning options. Disability planning is one area where we can give each and every person and family we work with great comfort in knowing that, if they or a loved one becomes disabled, they will be prepared.

Most Individuals Will Face At Least a Temporary Disability
Study after study confirms that nearly everyone will face at least a temporary disability sometime during their lifetime.
Read more . . .

Tuesday, February 9, 2016


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