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Class Series Content

Title Code Description
Who's In Charge? (WIC) Your money and your life · Powers of attorney · Care decisions · HIPAA · Conservatorships · How to communicate and create better endings · Free Power of Attorney for Health Care form

You Can't Take It With You (Parts 1 & 2) (Est) Avoiding probate · Living trust pros and cons · No will? No trust? Then what? · Choose your heirs · Separate and community property · Estate tax secrets · Understand that A/B trust? · Make capital gains taxes vanish · Create your own estate plan

Care, Costs, Challenges and Choices (Parts 1, 2, & 3) (Care) Types of care · Getting care at home, in assisted living, nursing homes · How much does care cost? · Medi-Cal and nursing home costs · Latest Medi-Cal rule changes · Will Medi-Cal take your home? · Medi-Cal gifting and recovery rules · Long-Term Care Insurance - wise investment or waste of money? - How to decide · Deduct costs of care and home improvements · Create your own care plan

Let's Talk (Talk) Talk is cheap - real communication is priceless · Money · Health · Living arrangements · Driving · Better endings · Panel discussion with the pros


Class Schedule and Locations

Speakers Bureau: For groups of 25 or more, meeting in our South Bay service area, we will come out and give a free 30-minute presentation on issues that specially impact Older Adults and services available to Older Adults and their caring family and friends. If you are interested in arranging a speaker, call us at (310) 533-1996.



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