Handling Legal Affairs When Your Spouse Can’t Sign

Q.  My husband suffers from dementia and we have significant expenses for care in the home.  In order to help with these expenses, I’ve been thinking about selling our vacation property which we no longer use or cashing in one of his annuities. I would also like to set up a Living Trust and make… Read More »

Making a Large Gift to a Caregiver Needs An Attorney’s Blessing

Q.  My wife and I have a wonderful caregiver who has enabled us to remain at home.  We would like to make a significant bequest to her in our wills.  Can we handle the bequest by just handwriting a codicil to each of our wills? A.  The simple answer is, no.  Here’s why: California lawmakers… Read More »

Plan For Your Partner If You Choose Not to Marry

According to the U.S. Census Bureau the number of senior couples choosing to cohabitate instead of marry (or remarry) has risen significantly. There are quite a few reasons why senior couples might choose not to tie the knot: * Tax disincentives * Loss of military and pension benefits * Reduced Social Security Benefits * Keeping medical expenses… Read More »