by Jane M. McNamara | Sep 29, 2021 | With Your Family in Mind
Mom Left the House to My Sister…Undue Influence? In my 30 plus years of being an attorney, I have been asked numerous times by an adult child to re-write mom’s trust, or to create a trust for an “elderly friend”. On many occasions, the new trust would benefit the...
by Jane M. McNamara | Aug 26, 2021 | With Your Family in Mind
Preparing For Aging We plan for retirement, expecting to enjoy our hobbies in our golden years. But retirement planning is very different than planning for Aging. Most people don’t consider what their care needs will be later in life. Those who are most successful...
by Jane M. McNamara | Jul 28, 2021 | With Your Family in Mind
Making Things “Easy” I have the pleasure of working with many people in creating their wills, trusts, and other estate planning documents. One theme: clients typically want their estates “in order”, and easily administered after their death. Here are a few thoughts on...
by Jane M. McNamara | Jul 1, 2021 | With Your Family in Mind
Medicare Versus Medi-Cal Medicare and Medi-Cal (called Medicaid in other states) are two different government programs which provide healthcare benefits. It is important to understand the difference between them.Medicare is a program administered by the federal...
by Jane M. McNamara | May 1, 2021 | With Your Family in Mind
Advice Column I came across an “advice column” recently in a newspaper. The person seeking advice wrote of a common problem: one spouse understands the need for estate planning, while the other spouse does not. I have taken the idea from the column, and incorporated...
