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Get to Know Your Estate Planning Documents

By | Blog Home, Estate Planning

An estate plan consists of numerous documents that compliment your living trust. If you are not familiar with your estate planning binder, it can be difficult and frustrating to figure out what each document is and what purpose it serves. Here is a quick description of the most common documents contained in your estate plan. If you are missing any of this paperwork, it is important to have your estate plan reviewed and updated.

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Video Games Aren’t Just for Children

By | Blog Home, Misc

You may think of video games as an activity for teenagers to pass the time; something for kids, but not really for adults. Did you know that more than 25% of gamers are over age 50, and over 40% are female? Today video games are for everyone, including seniors. There are a variety of games that assist with physical fitness and cognitive function. If you liked games as a child, then it’s just the case of finding the right game for you as an adult.

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Have You Received Your New Medicare Card?

By | Blog Home, scam alerts

Now that new Medicare ID cards are being sent out, there are more opportunities for criminals to steal money and vital information from you. Ironically, the new Medicare cards, which are meant to reduce theft of social security numbers by replacing them with an 11-digit code, has opened the door for new scams against seniors.

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Technology for All Seniors

By | Blog Home, Misc

Technology can be difficult for seniors. Often, technology developers don’t keep older adults in mind when creating a product. Many of us, not just seniors, would enjoy bigger buttons on our phones and tablets, easy to use reminders and well-lit screens. Although many seniors shy away from using modern day devices, some items can improve their daily lives. Every senior should try to use a cell phone, a medication management system and a medical alert system.

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Email Scams Targeting Seniors

By | Blog Home, Safety

In recent years, seniors and many others have fallen victim to email scams. These scams prey on the victims’ trust, and allow them to move forward with fraudulent transactions. Although there are many different email scams, here are two popular scams to watch out for.

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Caring for Your Elderly Parents

By | Blog Home, Medi-Cal Planning

It is important to understand the options available to help you help your parents from in-home care and adult day programs; assisted living and board and care; to skilled nursing care. Although many of these options have significant costs, Medi-Cal may offer some financial relief. In particular, Medi-Cal will cover the cost of skilled nursing home care. Although Medi-Cal is a resource-based program, there are many strategies available to Californian residents to qualify for benefits without having to spend down your assets.

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