Gilfix & La Poll would like to thank everyone who attended our recent Asset Protection and Estate Planning seminars in Palo Alto, California. We also would like to thank our good friend, Len Tillem, for being a part of the…
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Thank You for the Amazing Turnout at Our Estate Planning Seminars!
Tagged with: estate planning, Gilfix La Poll, Len Tillem, Mark Gilfix, Palo Alto, special needs planning
Thank You for the Amazing Turnout at Our Estate Planning Seminars!
Gilfix & La Poll would like to thank everyone who attended our recent Asset Protection and Estate Planning seminars in Palo Alto, California. We also would like to thank our good friend, Len Tillem, for being a part of the…
Tagged with: Asset Protection, estate planning, Gilfix La Poll, Len Tillem, Mark Gilfix, Palo Alto, special needs planning
A Warning About Ads to “Fix” Your Trust
Dear Friends, You may have seen ads running in the Mercury News and perhaps other media outlets for Trust Seminars presented by a San Diego-based law firm. These specific ads attempt to entice you by promising a “free kindle” and a…
Tagged with: Bay Area, estate planning, Gilfix La Poll, Mercury News, San Diego-based, Trust Seminars
A Warning About Ads to “Fix” Your Trust
Dear Friends, You may have seen ads running in the Mercury News and perhaps other media outlets for Trust Seminars presented by a San Diego-based law firm. These specific ads attempt to entice you by promising a “free kindle” and a…
Tagged with: Bay Area, estate planning, Gilfix La Poll, Mercury News, San Diego-based, Trust Seminars
Preventing Elder Financial Abuse
Michael Gilfix speaks at this year’s Wealth Counsel conference. On July 16, 2015, Michael Gilfix presented a session/program on this topic at the annual conference of Wealth Counsel, a nationally known and leading estate planning organization. What distinguishes this…
Life Settlement Companies Allow Policyholders to Fund Retirement Using Life Insurance
The growing life settlement industry offers to buy life insurance policies and continue to pay the premiums in full, in order to help clients cover the cost of long-term care. “Many people are overwhelmed by long-term care costs, which are…
Tagged with: elder law, estate planning, Gilfix La Poll, health insurance plans, Medicaid Medi Cal, Michael Gilfix, Palo Alto
Michael Gilfix discusses Medi-Cal asset seizure in Mercury News
A growing number of older Californians are concerned about Medi-Cal asset seizure, according to a new article from the San Jose Mercury News. The California State Assembly recently passed a new bill designed to limit Medi-Cal’s ability to recover assets…
Tagged with: estate planning, Gilfix La Poll, Governor Brown, Medi Cal, Mercury News, Michael Gilfix, San Jose Mercury News
Gilfix discusses Medi-Cal planning in the San Francisco Chronicle
In the August 24, 2014 issue of the San Francisco Chronicle, reporter Kathleen Pender wrote about Medi-Cal reimbursement or “estate claims” that are imposed on a person’s estate if they receive Medi-Cal and after they pass. The article makes the…
Wall Street Journal Features Gilfix & La Poll
When the Wall Street Journal recently reported on problems faced by older investors, Michael Gilfix of Gilfix & La Poll Associates was prominently featured. The article examined issues that we all must be aware of as we age: some retirees,…
Will Managed Care Help California Seniors?
California is planning to combine the services offered by Medicare and Medi-Cal, California’s version of the federal Medicaid program, streamlining the administrative aspects of both into one body. The hope is that a managed health care system will eliminate the…
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