Medi-Cal Planning for Long-Term Care in California: Why You Can’t Afford to Wait

Failing to protect the community spouse can leave the at-home spouse financially vulnerable after years of marriage. # Case Study: The Martinez Family (Sacramento) Maria Martinez, 76, suffered a stroke and required... Read more »
Robinson v. Gutierrez: California Caregiver Gifts, Care Custodian Rules, and the Presumption of Undue Influence – California Legal Guide | CPT Law

Robinson v. Gutierrez: California Caregiver Gifts, Care Custodian Rules, and the Presumption of Undue Influence – California Legal Guide | CPT Law

California Legal Implications: The Care Custodian Presumption A recent California appellate court decision, Robinson v. Gutierrez, has clarified strict rules regarding gifts left to caregivers in estate plans. In this case, a... Read more »
Do Luxury Buyers Care About Alternative Building Methods?

Do Luxury Buyers Care About Alternative Building Methods?

There’s been chatter around alternative building materials in the fire rebuild, but do ultra-high-net-worth buyers care?   The audience for The Real Deal’s “Building Luxury” panel held Jan. 27 in Beverly Hills was... Read more »
5 Things Buyers And Sellers Don’t Care About (And What Actually Matters)

5 Things Buyers And Sellers Don’t Care About (And What Actually Matters)

Most agents are missing the mark when it comes to marketing. Not because they aren’t working hard. Not because they don’t care. But because they’re still marketing like it’s 2019 in a... Read more »
Phil Collins’ Health Battle: What California Families Should Know About Healthcare Planning and Long-Term Care Management

Phil Collins’ Health Battle: What California Families Should Know About Healthcare Planning and Long-Term Care Management

For California residents concerned about protecting their loved ones when serious health challenges arise Music legend Phil Collins’ recent revelations about his declining health and need for 24-hour nursing care spotlight a... Read more »
Home care crisis drives innovation for aging in place

Home care crisis drives innovation for aging in place

Home care is one of the nation’s fastest-growing occupations. In 2024, 3.2 million home health and personal care aides were on the job — up from 1.4 million in 2014, according to... Read more »
Skyrocketing health care costs threaten early retirement

Skyrocketing health care costs threaten early retirement

Middle-income Americans ages 50 to 64 are most at risk, according to KFF data cited in a recent report from Kiplinger.   This group is too young for Medicare and could see... Read more »
How the New Medi-Cal Asset Transfer Rules Impact Your Long-Term Care Planning in 2026

How the New Medi-Cal Asset Transfer Rules Impact Your Long-Term Care Planning in 2026

If you or a loved one may need nursing home care or assisted living in California, understanding the new Medi-Cal asset transfer rules is critical to protecting your family’s financial security. The... Read more »
Long-term care must be expanded to support aging in place

Long-term care must be expanded to support aging in place

A recent study authored by researchers at Johns Hopkins University’s Bloomberg School of Public Health suggests that the integration of health, social services and community-based support systems must be improved to better... Read more »
Where the presidential candidates stand on elder care issues

Where the presidential candidates stand on elder care issues

With a little more than two weeks remaining until Election Day, the policy positions of the major political parties’ nominees for president — Democrat Kamala Harris and Republican Donald Trump — have... Read more »