by Jane M. McNamara | Jul 25, 2022 | With Your Family in Mind
Do You Have a Family Member with Special Needs or a Disability? If you have family member with special needs or a disability, you need to be very careful about your Estate Plan. Many people with special needs receive Supplemental Security Insurance (SSI), and receive...
by Jane M. McNamara | Jun 29, 2022 | With Your Family in Mind
When Do I Need an Estate Plan? When do I Need an Estate Plan? I am asked this question frequently, and the answer is: it de-pends. Every adult needs a Durable Power of Attorney, and Advance Healthcare Directive, and a HIPAA release. Having these legal documents,...
by Jane M. McNamara | May 24, 2022 | With Your Family in Mind
Huge Changes in Medi-Cal Rules! Life throws unexpected changes our way. Many times, these changes include sudden catastrophic events such as strokes, brain aneurisms, and forms of dementia. When significant medical attention is needed, long-term care in a Skilled...
by Jane M. McNamara | Apr 28, 2022 | With Your Family in Mind
Are You Named as a Successor Trustee? Many parents name an adult child as the next (or “successor”) Trustee of their Living Trust. The Trust typically provides that the adult child will become the Trustee if the parent becomes incapacitated, or passes away. It is a...
by Jane M. McNamara | Mar 29, 2022 | With Your Family in Mind
Don’t Scribble On Your Estate Plan! No matter how large or small our net worth, whether we own real estate or only have a small bank account, failure to plan for our inevitable passing or incapacity often has severe consequences for our families and friends. And, I...
