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

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

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:

"STATEMENT ON THE BUDGET VOTE: LIMITING CA’S SCOPE OF MEDI-CAL ESTATE RECOVERY

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

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 . . .

Welcome to the Estate Planning and Elder Law Blog! Please check back soon for more updates and new information.