In part one of this series, we provided a general overview of the ways that seniors are preyed upon by scammers and those who would seek to gain control of the elderly person’s finances for their own benefit. However, in order to stop fraud, it’s important to know the specifics. The following post will walk […]

Elder fraud and financial exploitation have become an epidemic. As Bay Area elder law attorneys, we are seeing more than ever before that con artists and family members alike are taking advantage of their elderly relatives, friends, or neighbors. The best defense against elder fraud is having caring friends or family with the senior’s best […]

Do you know what could happen to your assets if your spouse ever needs to go into a long-term care facility? There are a lot of misconceptions out there about Medi-Cal asset and income requirements, which is dangerous because getting any one of those requirements wrong can lead to a denial of Medi-Cal benefits. One […]

Most Santa Clara elder lawyers agree that Medicaid is one of the best programs provided by the government for senior citizens who need help paying for long-term care. Medi-Cal is a needs-based program with strict income and asset limits that must be followed; otherwise, seniors can face penalties if they do not meet those limits. […]

Senior citizens are often concerned about what’s covered by their insurance and what they may be responsible for out of pocket. Medicare Part B is a plan that many seniors have, but it does not cover all the services they typically need. That’s why many senior citizens get “gap insurance” to offset any additional costs […]

On the heels of a very rough couple of months for our country, scammers are now coming out of the woodwork in an attempt to defraud individuals and vulnerable senior citizens who are isolated and perhaps unclear about current policies related to coronavirus stimulus payouts or testing. We wanted to warn our clients and readers […]

More than 10 percent of people who are acting as caregivers for an older family member are doing so from a distance. Living an hour or more away from an aging parent or other relative can present some additional challenges for caregivers. Among those challenges are the financial strains of hiring help and the difficulties […]

When an elderly parent reaches the point where they need assistance with their daily living tasks, caregiver duties often fall on the shoulders of their adult children. In some families, the caregiving responsibilities are divided between siblings or other relatives. Ideally, everyone sharing in those duties will be on the same page when it comes […]

Everyone knows that caregivers of elderly family members face a difficult task—one that’s made even harder since many must also take care of their own children, as well. These caregivers often burn out and are left exhausted. An experienced Santa Clara elder lawyer will often give their clients information about respite care and adult day […]

As a surprise to most financial professionals across the country, the SECURE Act (Setting Every Community Up for Retirement Enhancement) has been approved by Congress and signed into law following its last-minute inclusion into a bipartisan appropriations bill that would avert a government shutdown before the end of the year. The law is set to take effect on January 1, 2020. […]