by Gina G. MacDonald | Jun 27, 2017 | With Your Family in Mind
How to Protect Against Senior Citizen Financial Abuse If you or a family member are increasingly dependent on others due to illness, disability or cognitive impairments, there are some simple but important steps you can take to reduce the chance of financial abuse....
by Gina G. MacDonald | May 25, 2017 | With Your Family in Mind
Medi-Cal Beneficiaries Can Request the Amount of the Estate Recovery Claim A frequent complaint from clients who have used Medi-Cal for Long Term Care and/or their surviving spouse or children has been the inability to know how much in benefits has been paid on their...
by Gina G. MacDonald | Apr 26, 2017 | With Your Family in Mind
Don’t Wait Until It is Too Late to Execute a Power of Attorney A durable power of attorney is an extremely important estate planning tool, often more important than a will. If you become incapacitated due to dementia or some other reason, this crucial document...
by Gina G. MacDonald | Mar 30, 2017 | With Your Family in Mind
If You Went to the Expense of Creating a Trust Make Sure Your Savings Bonds Are “Reissued” In the Name of Your Trust A living trust is used to transfer assets when you die without having those assets go through the process of a legal probate. A living trust can...
by Gina G. MacDonald | Feb 21, 2017 | With Your Family in Mind
Pension Benefit Guaranty Corp will include 401(k) Accounts in 2018 Remember that job you had in the 90’s? Remember what happened to that 401(k) you had with it? Experts estimate that 900,000 retirees need help every year tracking down money they may have left behind...
