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Posts From Tamara Polley

Estate Planning: The ‘What if’ Travel Checklist

Estate Planning: The ‘What if’ Travel Checklist

This is a “before you travel” guide for all that you leave behind.

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Estate Planning: Guard Against Financial Fraud

Estate Planning: Guard Against Financial Fraud

Just as maintaining 100 feet of defensible space can save your house from flames, there are steps you can take to protect yourself from financial abuse.

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Estate Planning: Good News for Medi-Cal Recipients

Estate Planning: Good News for Medi-Cal Recipients

If you’re an older Medi-Cal recipient, you can breathe easier. Thanks to new legislation signed into law by Gov. Brown in 2016, the state can no longer seize your home and other assets after you die to cover costs of

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Estate Planning: California’s Transfer on Death Deed

Estate Planning: California’s Transfer on Death Deed

Californians have a new way to transfer their houses or condos after death without going through the often time-consuming and expensive probate process.

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Estate Planning: Assisted Suicide Closer to Legalization

Estate Planning: Assisted Suicide Closer to Legalization

Terminally ill Californians may soon have the legal right to end their own lives. In October, Gov. Jerry Brown signed the End of Life Option Act, which authorizes the use of drugs to hasten a suffering patient’s death if certain

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Estate Planning: California’s Take on the Right to Die

Estate Planning: California’s Take on the Right to Die

Brittany Maynard’s assisted suicide has again placed a spotlight on the right to die. Stricken with terminal brain cancer, the 29-year-old Californian moved to Oregon to take advantage of that state’s law allowing physician-assisted suicide. That law requires a short

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Estate Planning: Use Caution With Gifts to Caregivers

Estate Planning: Use Caution With Gifts to Caregivers

If you’ve had the help of a trusted caregiver for years, you may want to leave that person a gift upon your death. Or perhaps your elderly parent is considering such a bequest. In either case, plan carefully to make

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Estate Planning: Pros and Cons of Reverse Mortgages

Estate Planning: Pros and Cons of Reverse Mortgages

We’ve all seen or heard advertisements touting reverse mortgages as risk-free sources of ready cash for seniors. Although I tend to be skeptical of such claims, a reverse mortgage may be a good option in the right circumstances. But homeowners

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Estate Planning: Naming an IRA Beneficiary

Estate Planning: Naming an IRA Beneficiary

What happens to your Individual Retirement Account when you die, and how will that impact your heirs? Distributions from an IRA are taxable to the recipient just as they would have been to the original owner. However, it’s important that

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Estate Planning: Planning for Long-Term Care

Estate Planning: Planning for Long-Term Care

“I am in great health,” my client said. “Why should I worry about long-term care?” “I don’t want you to worry about it,” I answered. “I want you to plan for it so that you don’t end up in a

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Estate Planning: Helping Veterans Pay for Long-Term Medical Care

Estate Planning: Helping Veterans Pay for Long-Term Medical Care

“How are we going to pay for long-term medical care?” We hear that question frequently these days. For veterans who served during wartime and their surviving spouses, an underused Veterans Affairs (VA) benefit may help. Its formal name is Improved

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Estate Planning: When Dementia Is Involved, Plan Ahead

Estate Planning: When Dementia Is Involved, Plan Ahead

As more seniors struggle with dementia, their loved ones are left scrambling to organize and handle health care and financial matters. The stress of dealing with the disease and related personality changes is compounded by the pressures of assuming control

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Estate Planning: Planning for Your Pets

Estate Planning: Planning for Your Pets

You may have put the rest of your affairs in order, but have you made plans for your pets? Hopefully, by now you have created a basic estate plan by doing the following: Signing Durable Powers of Attorney to make

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Estate Planning: Property Taxes

Estate Planning: Property Taxes

It’s that time of year again, when homeowners pay their annual property taxes … Happy holidays! This year we are faced with two things we don’t want to think about in these tough economic times: taxes and reduced property values.

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Estate Planning: Medi-Cal Benefits for Long-Term Care

Estate Planning: Medi-Cal Benefits for Long-Term Care

The Spring 2009 estate planning column in Friends and Neighbors outlined Medi-Cal benefits for long-term skilled nursing care. To receive these benefits, an applicant must have limited resources. What if you have too much money to qualify, but not enough

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