When Are You Planning Your Next Stroke?

I recently got a call from a daughter telling me her father just had a major stroke. Why didn’t they get his documents in place before the stroke? Well, even though he’s in his 80s and had already experienced two minor strokes, they “just figured that he’d probably be okay.” Really? For how long? Forever? A stroke is generally considered…  Read More

How High Does Your Number Need To Go?

What’s your number? What about your mother? What about your father? Here, I’m asking how much you’re willing to be scammed out of, or willing to have an elder parent scammed out of, before you take some protective action? Do you have the legal documentation in place for someone else to take over? Here are a few recent stories reported…  Read More

Is Your Estate Plan Current?

Most people don’t have an estate plan in place — period. That type of procrastination can cause a LOT of problems for the individual and their family. Costs. Delays. Unintended distributions. Other unintended results. And for those who do have a plan in place, take a look to see if your documents are valid. It isn’t just a matter of…  Read More

When is Estate Planning Appropriate?

I recently read an article written by a nationally renowned estate planning attorney who said, “If the elder law attorney can advise clients early enough, . . . they can alleviate later problems.” Yes, that’s true, and we often see the problems of people who don’t get it done right. A local woman came to me recently because her long-term…  Read More

Medicare and Hospital Stays

Medicare health insurance covers about 54 million people. About 11 million of those people will end up with a hospital stay each year. Some of those will be there for just a day or two, and some will be there for much longer. What if you or your loved one is being discharged and you think it’s too early for…  Read More

Are there early signs of dementia?

I should start off by saying clearly that I am neither a doctor nor a trained medical professional. I’m an estate planning and elder law attorney with a background in science and an interest in reading about dementia. That being said, I also learn daily from my elder clients regarding their own lives, the signs of mental decline as they…  Read More

Will Your Legal Documents Work When You Need Them? San Jose Estate Planning Attorney

People frequently bring me their existing Wills, Trusts, and Durable Power of Attorney documents for me to review and make sure that the documents will serve the intended purpose when the person needs to rely upon those documents. But, in many cases, the documents simply won’t meet the needs or desires of the person who signed them. A local man…  Read More

Gilroy Estate Planning Attorney – Why do people wait so long?

As an attorney who practices elder law and estate planning, I frequently see people who have waited so long to act that they have lost opportunities to get things done right. Many times the ability to preserve the full amount of assets has been lost, sometimes assets have been lost due to elder financial abuse and scams, and sometimes laws…  Read More

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Willow Glen Office
1035 Minnesota Ave. Suite B
San Jose, CA 95125
(408) 606-8588

South Valley Office
7888 Wren Ave., Suite D-140
Gilroy, CA 95020
(408) 847-4800