What is Life Care Planning?

What is Life Care Planning? The needs of the elderly and disabled are not just financial.  Each day, our seniors are confronted with new needs and new challenges.  These involve declining health, declining memory and cognitive function, as well as finding and paying...

Planning for Long-Term Care

Planning for Long-Term Care  I meet with many families who are concerned about long-term care issues.  Typically, a family member is showing signs of dementia, has had a stroke, or is now unsteady and falling.   A conversation needs to begin regarding the future. ...

New: Transfer on Death Deeds

New: Transfer on Death Deeds  California now allows “transfer on death deeds”, or TOD deeds, to be recorded in California.  This new type of deed allows a homeowner to specify in the deed who will inherit the house upon the owner’s death.  The home will then pass to...