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Legal planning

Get tips on elder law issues that seniors and caregivers need to be aware of, such as health care directives, powers of attorney, and veterans benefits.


52 answers

Cash Loan while on Medi-Cal

Does getting a cash loan as a lump sum impact Medi-Cal benefits (California)? Does it impact the potential to get SSI for a disability (metastatic cancer)? Some of the loan will be used to pay mortgage. Another portion will be used to fix the roof, plumbing etc. 


Do You Need a Probate Lawyer? 4 Questions to Ask

Navigating the probate process can be tricky and time-consuming for any executor. As the person in charge of carrying out the last wishes of the recently deceased, you’re responsible for ensuring that all assets are properly calculated, financial liabilities are settled, and the remaining property is distributed appropriately to the estate’s... more


Best Online End-of-Life Planning and Document Services

The multitude of documents required to create an end-of-life plan can feel overwhelming. For health care, there are medical directives including living wills, durable powers of attorney, and POLST documents. There are powers of attorney for financial accounts, wills, trusts, and life insurance policies. Don’t forget instructions for your pets. There are several websites that... more


Do You Need A Health Care Proxy If You’re Married?

A health care proxy, also known as a durable power of attorney for health care or a medical power of attorney, is a document that lets you appoint a person to make healthcare decisions on your behalf if you’re ever unable to do so. This person has the power to consult with... more


The 6 Steps of Probating an Estate

After a person dies, it can be difficult to know what is to be done with the property and possessions they left behind. Probate is the judicial process that ensures that the deceased person’s debts are paid and that any remaining assets or property are distributed properly to their heirs and beneficiaries... more


You Probably Need to Update Your Beneficiaries. Here’s Why

You’re asked to name a beneficiary many times over throughout your lifetime—each time you start a new job that offers a 401K or life insurance policy, or when opening retirement accounts or annuities. You’ve done it so many times you likely don’t recall whose name you mindlessly jotted down most... more


What Is a Digital Estate Plan? (And Why Do You Need One?)

You already know an estate plan can make it easier to transfer your financial assets and physical property after death. But do you have a plan in place for your digital assets? Digital estate planning is a way to make provisions for all of your online accounts, from Amazon to... more


Should You Consider an Irrevocable Trust?

The word irrevocable evokes permanent, set-in-stone arrangements. And that’s exactly what it means in describing this type of trust. Once you establish and fund an irrevocable trust, there’s no going back (except for in very rare circumstances, such as a charitable trust needing to change to stay compliant with shifting... more