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Home » Elder Law

Continuing Legal Education in San Diego

November 7, 2019 by Anthony Moccia

Staying up-to-date is important. That’s especially important in Estate Planning and Elder Law. Academy members attending the semi-annual Academy Summit conference in San Diego learned about the latest developments in Estate Planning and Elder Law. Read on to learn more. Continuing Legal Education in San Diego … [Read more...] about Continuing Legal Education in San Diego

Filed Under: Estate Planning, Legal Education Tagged With: Elder Law, end-of-life, Estate Planning

Speaking of End of Life Choices

January 8, 2014 by Saul Kobrick Leave a Comment

It is incredibly difficult to raise the topic of end of life considerations. At some point, someone will have to broach the subject, even if Mom or Dad have already made all of the necessary arrangements. It’s far different than retirement topics; these conversations have to do with funeral and burial arrangements, do not resuscitate orders, powers of attorney for medical decisions – the really tough topics. If you think about it and the mindset we’re in when we plan for retirement, it’s one … [Read more...] about Speaking of End of Life Choices

Filed Under: Advance Healthcare Directives, Powers of Attorney, Retirement Planning Tagged With: advance directives, Advance Health Care Directives, advance planning, Asset Protection Planning, Creating a Will, Elder Law, Estate Planning, HIPAA, Living Trusts, Long Term Care, Retirement Planning

Estate Planning and End of Life Decisions

October 25, 2013 by Saul Kobrick Leave a Comment

It's human nature to avoid some conversations and when we can't avoid them, we find ourselves stumbling over the words that must be said. Planning ahead for our medical futures and ultimately, death, is as crucial as it is disconcerting. We create estate plans for the future but as many estate planning lawyers can attest to, the moment end of life decisions are mentioned, many clients find themselves a bit hesitant. Despite all the medical breakthroughs over the past six decades, the most we … [Read more...] about Estate Planning and End of Life Decisions

Filed Under: Advance Healthcare Directives Tagged With: advance directives, Advance Health Care Directives, Elder Law, Estate Planning, health care proxy, HIPAA, living wills, medical directives

Assisted Living: You Have Options

July 1, 2013 by Saul Kobrick Leave a Comment

Estate planning obviously involves preparing your financial assets for eventual distribution to your heirs after your passing. However, it is best to take a comprehensive approach and consider all the eventualities of aging when you are making preparations for the future. While some people do pass away suddenly or relatively suddenly many people experience a slow decline. This is especially true when you reach an advanced age, and more and more people are living into their mid-80s and beyond … [Read more...] about Assisted Living: You Have Options

Filed Under: Elder Law, Long Term Care Tagged With: Elder Law, Long Term Care, Nursing Homes

Seniors Beware: Internet Scams, Theft Abound

December 28, 2011 by Saul Kobrick Leave a Comment

Increasing awareness about elder financial abuse is one of the current objectives within the elder law community. A MetLife survey tells us that an estimated $2.9 billion is lost annually to cases of elder financial abuse, but it is difficult to compile totally accurate statistics because only a fraction of the cases that take place are ever brought to the attention of the authorities. Why would so many cases go unreported? There are a number of reasons, but the most common one is the fact that … [Read more...] about Seniors Beware: Internet Scams, Theft Abound

Filed Under: Elder Law Tagged With: elder abuse, Elder Law, Estate Planning

Useful Retirement Planning Guide Available Online

December 14, 2011 by Saul Kobrick Leave a Comment

We live in the information age, and as a result there is a plethora of useful information available to us via the simple click of a computer mouse. Of course you have to be discerning about the sources of the information that you are able to pull up, but the ready availability of data certainly makes it easier to make informed decisions when you are planning for your retirement. With this in mind we would like to point you toward a very valuable resource that is offered on the Social Security … [Read more...] about Useful Retirement Planning Guide Available Online

Filed Under: Retirement Planning Tagged With: Elder Law, Retirement Planning, Social Security

Guardianship Proceedings Can Be Prevented

December 2, 2011 by Saul Kobrick Leave a Comment

Guardianship proceedings are initiated when interested parties feel as though an individual has become unable to handle his or her affairs effectively. This is something to consider when you are making preparations for the period of your life that is known as the "twilight years." If you were to go through such a proceeding and the petition was granted you may have no control over who winds up making decisions for you. In addition, there are significant costs associated with guardianship … [Read more...] about Guardianship Proceedings Can Be Prevented

Filed Under: Estate Planning Tagged With: Elder Law, Incapacity Planning

Possible Cuts To Medicaid Leave Seniors Wondering

November 18, 2011 by Saul Kobrick Leave a Comment

A lot of people think of Medicaid as being a federal program that is in place to assist people who have financial need get the medical treatment that they need. They assume that everything that senior citizens require is going to be taken care of by Medicare. The reality is that this is only partially true. Howard Gleckman, who is a Resident Fellow at the Urban Institute, recently published an article in the Kaiser Health News that shed some interesting light on how heavily senior citizens … [Read more...] about Possible Cuts To Medicaid Leave Seniors Wondering

Filed Under: Elder Law Tagged With: Elder Law, Long Term Care, Medicaid

Social Security COLA On The Way In 2012

November 14, 2011 by Saul Kobrick Leave a Comment

When you hear retirement planning attorneys emphasizing how important it is to make plans for the future you would do well to take their advice seriously. The statistics indicate that a very significant percentage of Americans wind up in a difficult position when they reach the latter portion of their lives, and this is in large part due to a lack of planning and unrealistic expectations regarding entitlement programs for seniors. The majority of people who receive Social Security say that it … [Read more...] about Social Security COLA On The Way In 2012

Filed Under: Retirement Planning Tagged With: Elder Law, Retirement Planning, Social Security

A Comprehensive Plan For Aging

October 24, 2011 by Saul Kobrick Leave a Comment

When you go on any type of a journey you are going to make careful advance preparations. You don't just set out blind with no map, supplies, equipment, or itinerary. If you're smart you make sure that you are prepared to handle just about anything that fate should send your way. With this in mind, your life's journey should be properly planned for, and there are distinct different stages to take into consideration. One of these would be the period of time that is often referred to as the … [Read more...] about A Comprehensive Plan For Aging

Filed Under: Incapacity Planning Tagged With: Elder Law, Estate Planning, Incapacity Planning

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