News

Many people are confused about whether they need an advance health care directive (AHCD) or Physician Orders for Life-Sustaining Treatment (POLST) for incapacity planning.  Only individuals with [...]

It’s tax season, and we are proud to partner with AARP to provide free tax clinics here in our office.  This program offers free, individualized tax preparation to anyone, regardless of age [...]

California has taken steps to increase the number of organ donors in the State.  On January 1, 2019,  A.B. 3211 went into effect.  The new law makes three changes to California’s Advanced Health [...]

Almost everyone gets robocalls or other unwanted telemarketing calls at some point. The number of robocalls has skyrocketed in recent years. There were three million robocalls made to consumers [...]

California State Controller, Betty Yee, recently announced that Californians have over $770 million in cash from unclaimed property.

Many seniors have unsecured debt – either from credit cards, medical expenses, or personal loans.  Americans in retirement now are more likely to have debt and to have high levels of debt than [...]

If you slipped and hit your head, and ended up in the hospital in a coma, who would manage your finances?  Does that person have the legal authority to access your accounts, pay your bills, and [...]

Beginning in summer of 2019, seniors in California who receive Social Security Income (SSI)/State Supplemental Payment (SSP) benefits will also be able to apply for CalFresh food benefits.  [...]

Millions of seniors are struggling to meet their basic needs.  From health care to housing to caregiving, there are not enough resources to go around, according to a new article in the LA Times [...]

Financial abuse costs seniors billions of dollars a year.  All across the country, seniors are the victims of scams, fraud, and other types of financial abuse.  Seniors are targeted in all kinds [...]