Estate Planning Truths & Avoiding Probate
Estate planning isn't just about preparing for death; it's about making sure your loved ones don't have to deal with California's default plan. In California, every adult automatically has an estate plan. If you haven't made one, the state has ...
How Two Retiring Couples Had Completely Different Sets of Uniques Questions and Circumstances
How Two Retiring Couples Had Completely Different Sets of Unique Questions and Circumstances Two sellers, both retiring, both leaving homes they'd lived in for decades in La Crescenta. If you assume their questions overlapped, you'd be...
Protecting Families from the Devastating Financial Traps of California Probate
Adding a child's name to a property deed seems like a simple, loving gesture. I get it. But for most California families, that single act is one of the most expensive estate planning mistakes you can make. According to the State Bar of Cali...
Reverse Mortgage Helps Seniors Stay Home Without a House Payment
The phrase "reverse mortgage" used to terrify people. My own mother had one. It was one of the best decisions she ever made. So I invited someone who could separate the myths from the math. In this episode, I sat down with Janice Cohen of Mu...
What Families Must Know About Elder Care and Cognitive Decline
Most families don’t think about elder care planning until something forces their hand. A fall. A diagnosis. A phone call in the middle of the night with no roadmap for what comes next. I sat down with Carolyn Rosenblatt of AgingParents.com to...
Why Good Nursing Homes Still Fail Seniors
Choosing a place to care for an aging parent is one of the hardest decisions a family will ever make, and most of us walk into it not knowing what to ask. In this episode, I sit down with Ben Yeroushalmi of Yeroushalmi Law elder abuse attorn...
Rethinking Reverse Mortgages and Retirement
Few financial topics make people flinch the way reverse mortgages do. Mention one at a barbecue and half the table scatters, convinced it is a scam that takes your house. In this episode, I sit down with Don Graves of Housing Wealth Institut...
Examining Ageism in Healthcare and Geriatric Care
Aging feels like decline in our culture. We see a few more wrinkles, a slower walk, a forgotten name, and we assume the worst is right around the corner. My senior clients often say, "I'm too old for that," "My body doesn't work like it used to...