Navigating Aging and Dementia: A Guide to Proactive Planning and Support

Aging is a natural part of life, but the challenges it brings can be overwhelming, especially when it comes to issues like dementia and Alzheimer’s. In this insightful video, we delve into the importance of being proactive in managing these concerns and ensuring a smooth transition for both you and your loved ones. Early Detection and Proactive Measures: Discover the proactive steps you can take to potentially reduce the risk of dementia and Alzheimer’s. From adopting a brain-healthy lifestyle to staying socially engaged, our expert tips can empower you to take charge of your cognitive health. Managing Affairs Correctly: One of the key aspects of preparing for the future is ensuring that your affairs are in order. We provide a comprehensive guide on organizing legal and financial matters to guarantee a seamless transition and relieve the burden on your family during challenging times. Recognizing Lack of Capacity: For family members, recognizing signs of diminished capacity is crucial. We outline specific behaviors and indicators that may signal cognitive decline, allowing your loved ones to offer the support and care you need at the right time. Understanding these signs can make a significant difference in providing timely assistance. Legal and Medical Considerations: Gain insights into the legal and medical aspects of dealing with dementia. From advance care planning to appointing a power of attorney, we break down the essential steps that can safeguard your interests and ensure your wishes are respected. Supporting Each Other: Aging and dementia impact not only the individual but also their family and caregivers. Learn about the importance of building a strong support network, fostering open communication, and finding resources that can help everyone involved navigate this challenging journey together. Join us in this crucial conversation about aging, dementia, and proactive planning. By staying informed and taking the necessary steps, you can empower yourself and your loved ones to face the future with confidence and compassion. Subscribe now for more valuable insights and practical tips on navigating life’s transitions. #aginggracefully #DementiaAwareness #ProactivePlanning #CareForTheFuture Chapters 0:00 Introduction 2:29 What is “Tie Me to the Mast”? 6:28 What is Capacity? 11:33 Steps to Take with Your Parents 15:55 Looking at the Care Side 20:35 Real Life Examples 25:23 What to do with Warning Signs 31:39 Action Items This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

Why DIY Estate Planning Could Cost You More Than You Think | Part 1

DIY estate planning may seem cost-effective, but it often overlooks crucial legal details. Working with an expert ensures comprehensive protection for your family and assets, avoiding costly mistakes and potential tax issues. This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

How My Mom Saved Me: The Power of Patient Advocacy

Facing a cancer diagnosis can be overwhelming. In “The Truth About Chemo: What You Need to Know,” Mark Gilfix shares his personal journey from shock to empowerment with the support of his mother, Myra Gerson Gilfix, a healthcare advocacy expert. Together, they navigated the complexities of treatment options, emphasizing the importance of having a knowledgeable advocate by your side. Discover how Myra’s expertise in patient advocacy and their network of medical professionals helped them question standard chemo recommendations, ultimately leading to informed decisions that prioritized Mark’s health and well-being. This video offers valuable insights into the critical role of asking the right questions and trusting your instincts when dealing with serious medical diagnoses. It’s a testament to the power of advocacy and informed decision-making in healthcare. Join Mark and Myra as they highlight the importance of understanding treatment options and making choices that are right for you. CHAPTERS: 00:00 – Intro 01:17 – Effective Healthcare Advocacy 04:38 – Attending Meetings as a Healthcare Advocate 08:03 – Note-Taking Strategies 09:52 – Subscribing to UpToDate 10:01 – Finding Moss Reports 11:04 – Importance of Second Opinions 13:02 – Trusting Yourself in Healthcare 16:39 – Thank You Mom This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

The RIGHT and WRONG ways to help kids with Real Estate

Are you worried about common estate planning mistakes? đźš« In this insightful video, estate planning expert Mark Gilfix from Gilfix & La Poll Associates dives deep into the intricacies of helping your children with real estate while avoiding critical missteps. Whether you’re dealing with Prop 19, navigating California real estate, or concerned about property taxes and estate planning, understanding the right and wrong ways to offer financial assistance is crucial. Discover how to protect your family’s assets by creating trusts, understanding gift tax implications, and safeguarding against potential legal issues. The video covers: – Effective strategies for assisting with down payments – The importance of creating family protection trusts – The risks of joint title ownership and how to mitigate them – Key legal advice for long-term asset protection CHAPTERS: 0:00 – Introduction 0:26 – How Parents Can Help Their Kids Buy a House 0:49 – The Wrong Way to Help Your Kids Buy a House 1:50 – The Right Way to Help Your Kids Buy a House 2:37 – Another Right Way to Help Your Kids Buy a House This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

2024 Estate Tax Update: Act Now to Save Millions

Are you wondering how the 2024 estate tax update could impact your financial future? With the 2024 Estate Tax Update: Act Now to Save Millions, Gilfix Law delves deep into the critical changes and deadlines surrounding estate and gift taxes that could save your family millions. This video is essential viewing for anyone nearing the significant thresholds of $12.92 million for individuals and $25 million for couples, as per the 2023 limits. Despite no dramatic changes from 2023 to 2024, the looming 2026 cliff could halve these exemptions, dramatically affecting estates in high-value areas like California where property values are skyrocketing. Discover why making lifetime gifts before the exemption drops could be a game-changer for your estate planning. Gilfix Law covers everything from the annual gift exemption to advanced estate planning techniques that could protect upwards of $30 million, utilizing tools like lifetime access trusts and charitable remainder trusts. Additionally, we touch on the importance of considering all assets, including your home, retirement accounts, and life insurance policies, in your estate’s total value. If your net worth is approaching or exceeds these critical numbers, it’s time to act. Contact Gilfix Law at gilfix.com or call 650-493-8070 to set up a meeting and begin safeguarding your estate against future tax liabilities. Whether you’re new to estate planning or looking to update your existing plans, our team is ready to provide the expertise and guidance you need. CHAPTERS: 0:00 – 2024 Estate and Gift Tax Updates 1:20 – Importance of Estate Tax Awareness 5:20 – Strategies to Minimize Estate Taxes 9:10 – Consultation for Estate Tax Planning 9:42 – Charitable Remainder Trusts Explained 9:55 – Estate Planning Webinar for Wealthy Families 10:15 – Join Our Exclusive Client Community This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

Why Do You Need An Estate Plan

Unlock peace of mind and secure your legacy with an estate plan! In this quick video, discover the crucial reasons why having an estate plan is an absolute must. From safeguarding your assets to ensuring your loved ones are taken care of, we break down the key benefits that make estate planning an essential step for everyone. Don’t leave the future to chance – watch now and empower yourself with the knowledge you need to protect what matters most! #EstatePlanning #LegacyProtection #PeaceOfMind This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

How Many Kids for One Good One?

Join the conversation as we dive into the age-old adage that you need to have at least three kids to ensure you get “one good one.” Is there any truth to this theory, or is it just a myth passed down through generations? As a first-born child, I’ll share my perspective on this notion and explore its implications on family dynamics and parenting beliefs. Watch now to unravel the mystery behind this parenting myth! This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

Avoiding the 4 Horsemen: The Key to Thriving Long-Term Health

Discover the secrets to living a long, vibrant life from my clients in their 80s and 90s. Learn how avoiding cancer, dementia, metabolic diseases, and heart disease—combined with movement, a healthy diet, and caring for others—can transform your health and longevity. This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

2024 Medi-Cal Changes: Protect Your Estate NOW!

Worried about protecting your estate with the new Medi-Cal changes in California? Stay ahead and safeguard your assets NOW! Gilfix Law dives into the essential updates to Medi-Cal, California’s Medicaid program, that could dramatically impact your estate planning and long-term care strategies. This video is a must-watch for anyone concerned about asset limitations, the cost of long-term care, and the implications of these changes for both wealthy individuals and the average family. Learn about the significant shift from asset caps to a new era where asset values no longer disqualify you from Medi-Cal, making it a crucial time to reapply or consider your options. The video also explores the broader issues these changes raise, including funding concerns, the availability of nursing home beds, and the inclusion of non-legal citizens in Medi-Cal. With the aging baby boomer population and the increasing demand for long-term care, Gilfix Law emphasizes the importance of holistic planning, including long-term care insurance and financial planning, to ensure a comprehensive safety net. CHAPTERS: 0:00 – Intro 0:15 – Long-Term Care Costs 2:47 – Billionaires Using Medi-Cal 4:38 – Family Planning for 2024 This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source

3 Powerful Reasons Real Estate Builds Massive Wealth—Explained by an Estate Planning Expert!

Join me as I break down three key strategies for building wealth through real estate that I’ve seen work firsthand as an estate planning attorney. Real estate offers unique advantages—leverage, depreciation, and capital gains tax deferral—that make it a powerful investment vehicle. Discover how you can maximize your money using these concepts to create lasting wealth, the way hundreds of my clients have. Follow me to stay updated on proven wealth-building strategies! This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues. To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com source