Blog

Trust Administration

Trust administration is a necessary process that occurs after the death of either one or both settlors. To protect the successor trustees, there are many things that must be done to ensure proper administration. Read More
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Probate

Probate is the process by which the court gathers a decedent's assets; pays taxes and claims, and distributes assets to the named beneficiaries. Generally Probate is only necessary when a person dies with assets in his or her own name alone. Read More
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SPECIAL NEEDS TRUSTS

When a person hires an attorney to do their Estate Planning they want to provide for themselves and their loved ones during their lifetime, and upon their incapacity or death give what they want, when they want, and if they can save every last fee Read More
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Helping You Qualify for Medi-Cal Legally and Honestly

Did you know that thousands of Americans that are eligible for Medi-Cal for nursing home care never even apply for benefits? Yet postponing or avoiding this process means you could be wasting thousands of dollars every year. Read More
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Estate Planning

One thing you can count on is that nothing is certain. Did you know that without simple documents in place to protect you and your family in the event of the unexpected, decisions will be made for you? Read More
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Veteran’s Benefits

Did you know that more than 70 million Americans are eligible for Veteran’s Benefits and, in the next decade, the number of veterans 85 and older is expected to triple? Read More
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Asset Protection

One of the opportunities an Estate Planning Attorney such as Martha Patterson has is to protect inheritances from Creditors. Read More
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The Law Has Changed Time to Update the Trust

As I write this a New Tax Law has just been passed. After spending over 5 hours reading about the new law, the one thing I know is that like all laws whether or not you can benefit from any tax law is based upon your ability to find help in knowing how to make...
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The Uncomfortable Conversation about Healthcare Decisions

It’s the Holidays and we all want to talk about Happy Times and Happy Memories. No one wants the memory of my friend who will always remember that just days after Christmas he was called to the hospital he was only 27, his grandmother was gravely ill. His parents were out of town and could...
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The MUST HAVE Holiday Conversation

Holidays are just around the corner and families will be gathering to celebrate. This is the time of year when you are able to spend time with your parents. The Alzheimer’s association reports that at age 80 half of all people have some form of dementia, thus if your parents are in that age range...
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Caregiver: Did You Take Care of Your Planning?

I meet many people who are in their 80s and 90s, and almost all of them are facing some kind of health challenge. I focus on making sure that my clients have a plan for both what happens when you die and what happens when you live and need help with care and paying your...
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Protecting a Family Dealing with Disease, Dementia and Disability

John a retired manager of a big company was diagnosed with terminal Cancer, and he knew he needed to protect his wife Margaret as Margaret was showing signs of forgetfulness and she had not handled their finances so he knew she would need help. In addition he was worried about his daughter, and two of...
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Senior With Adult Children

Protecting Your Aging Parents: What Every Adult Child Must Know

If you are worried about your parents and their future you are not alone.  “Getting old is NOT for sissies”.  Normal aging makes day to day tasks more difficult, and even a sharp 90 year old will show some signs that their mind does not work as fast or well as it did when they...
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How Do You Pay For Long Term Care

How Do You Pay for Long Term Care?

When you or a loved one is diagnosed with a disease like ALS, Alzheimer’s, Parkinson’s, Stroke or the myriad of other conditions that cause you to need assistance with daily living tasks, you know you need help but how do you pay for help?     Most people believe that Medicare will pay for care however since...
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Planning for a Child with Autism

April 2, is World Autism Day.  The purpose of World Autism Awareness day is to encourage early detection and intervention.  If your child or grandchild seems to be showing signs of speech delay or is not interacting with you autismspeaks.org has some tools to help you determine if your child or grandchild needs to be...
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Your Pot of Gold

Protecting Your “Pot of Gold” in these uncertain times

We are living in uncertain times. A new health care bill has been proposed. This bill will replace the Affordable Care Act (Obamacare). I have read the proposed bill and many opinions about it.  If passed as is (which almost never happens) it will have a very negative financial impact upon the aging population.  Of...
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A Stroke? You are in Charge; What Do You Do?

You arrive at the hospital and your loved one has had a stroke, they are having difficulty talking and it is unlikely that they are able to write their name.  What are supposed to do?  If you are lucky your loved one has met with an attorney and has done comprehensive estate planning which includes...
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