Archive for April, 2010

To quote Walt Whitman

Posted on April 30, 2010. Filed under: Uncategorized |

This is what you shall do: love the earth and sun and the animals, despise riches, give alms to everyone that asks, stand up for the stupid and crazy, devote your income and labor to others, hate tyrants, argue not concerning god, have patience and indulgence toward the people, take off your hat to nothing known or unknown or to any man or number of men, go freely with powerful uneducated persons and with the young and with the mothers of families, read these leaves in the open air every season of every year of your life, re-examine all you have been told at school or church or in any book, dismiss whatever insults your own soul, and your very flesh shall be a great poem and have the richest fluency not only in its words but in the silent lines of its lips and face between the lashes of your eyes and in every motion and joint of your body…….

  • Walt Whitman
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What gets ya’ goin’?

Posted on April 28, 2010. Filed under: Uncategorized |

Somedays even I need motivation. I love my job, and anyone that knows me would declare that I am absolutely energetic and enthusiastic about everything. But there are times I need some motivation. Brings me to thinkin’…..what motivates others? I’d like to know. When I am having a tough time dealing with a particular issue, I seek others’ advice. Sometimes that gets me goin’. Often I just need to reflect on the positive and that pretty well does the trick. But here’s my secret weapon: I consider “WWGD”. You know, WWGD = “What would Grandma Do?”

Yup, you heard me right. My grandmother was an AMAZING woman. I learned a ton from her, and miss her every day. She was strong and smart and passionate. She was decisive and inquisitive and funny. I’ve always hoped to be like her. And, it really does put things in perspective, for me, to contemplate any issue with the thought of how she might respond if I asked her input on a particular topic or issue or grievance, or whatever it is I am seeking motivation on. So, daily I go through life, pretty well capable of managing & keepin’ goin’, but there are times I must consider, “what would grandma do”? And it gets me through every time. Would she be proud of my decisions? Would she tolerate my whining or procrastinating? Would she encourage a temporary break? So, I ponder and move through it. Thanks Grandma!

What gets you going? What motivates you? Why does it work?

To learn more about me and/or my company, please visit the CRESCENT Geriatric Care Management website at www.crescentgcm.com.

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E.L.E.R.T. = Elder Law Educational Resource Team

Posted on April 20, 2010. Filed under: Uncategorized |

Elder Law Educational Resource Team “ELERT”

Mission Statement:

The San Diego Elder Law Educational Resource Team is an educational team that

provides professional advice to the community in the areas of: (1) geriatric care management and

strategies for the individual whether living in their own home or living outside of their home, (2)

investment strategies aligned with risk management focus and (3) estate planning with an elder

law emphasis on asset preservation and legacy planning. The purpose of our team is to provide

the public with an educational forum regarding how to care for their aging loved ones in an

evolving global society. We outreach to the public for free as we feel the information provided is

invaluable.

 

In addition to this information being invaluable, we also provide this resource as we have

found in our professional lives that most people when they find themselves in these

circumstances have no immediate resources available to them nor are they prepared for the

challenges and demands that lay ahead. We have joined together as a team for the sole purpose

of educating the public and streamlining fragmented areas into one cohesive environment.

 

We are happy to offer our educational series to any audience in any of the following areas

you request:

1. Geriatric Care Management and Strategies for the

Individual in Their Own Home or Living Outside of

Their Home:

· The importance of having an in-home assessment to avoid

potential risks such as slip and fall, social workers.

· How you can protect valuables from “disappearing” or being

stolen?

· Why your loved one should never give their estate to their social

worker?

2. Investment Strategies Aligned with Risk Management

Focus:

a. How to properly plan for retirement and the needs associated with

getting older.

b. Knowing your investments and truly understanding how they perform

and risk tolerances associated with them.

c. Thinking in and out of the box (e.g., what we can do when CD rates are

yielding so low, how to cope with today’s recession and how to thrive in

tomorrow’s future).

d. Understanding the changes in today’s economy and how that effects our

lives.

e. Protecting your assets in both thriving and in volatile markets.

f. The value of asset allocation.

g. Understanding the changes in our new, global market.

3. Estate Planning with an Elder Law Emphasis on Asset

Preservation and Legacy Planning

a. What is estate planning? What is the difference between a will and a

trust? What is the difference between a durable power of attorney and a

health care power of attorney? Who needs a DNR?

b. What is an irrevocable trust? Who needs an irrevocable trust?

c. Why you should never add your children onto title of your bank

accounts or real property.

d. Why is California’s probate system the worst probate system in the

United States?

e. Who qualifies for veterans benefits? How does veterans planning

preserve my assets?

f. Why business owners needs their business interests titled in the name of

their trust.

g. The reasons why and how to title your assets into your trust.

h. How does probate work? How does one administer a trust?

I. What is a conservatorship and how to avoid it.

Presentation By:

Christine Dellacato, Financial Advisor

Holly Pobst, Gerontologist

Heidi Klippel, Estate Planning Attorney

FOR MORE INFORMATION, contact Holly Pobst at 858.349.4403, Heidi Klippel at 800.609.4183 or Christine Dellacato at 619.697.8792

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They ask me all the time

Posted on April 14, 2010. Filed under: Uncategorized | Tags: , , , , , , , |

Here’s the sitch….I often (well, regularly at the very least) ask people 1. What they do and, 2. Why they do it. One learns a lot from those relatively ‘simple’ and ‘straightforward’ questions. Do they hmm over it? Do they stammer? Do they look me right in the eye with confidence and gusto as they explain their passion about what they do and why they do it? It’s really fascinating! And, maybe, they hadn’t actually given it any real thought lately…..sometimes we get caught up in the ‘doing’ that we don’t really question the ‘why’. My point is this…..we all want to be authentic and spend our time doing and supporting efforts we are deeply passionate about. Maybe if we don’t feel that passion, we should keep looking until we find the right ’cause’. Know what I mean?

Therefore, I am READY when given the opportunity to answer the question. What do I do? I provide older adults and their families with care planning, placement consultation and in-home care as needed (as a nice summary)….and why in the world do I do that? I am passionate about it. I have such a sense of accomplishment, as well as pride, when I know I’ve helped a client manage their situation as it relates to planning for long-term care. There’s nothin’ better than being able to pair a client with a service they are so desperately seeking, but didn’t know how to access until I was able to connect it for them. I can say with a smile that I was allowed the opportunity to work with the family, to assist them when they needed it most, and helped them along the way. Care decisions are rifled with emotion, sometimes exhaustion, and it is a really difficult time for those loved ones involved. I love being able to relieve some of the burden. What’s better than being able to provide some peace-of-mind?

Just something to think about. What do you do? And, why do you do it?

For more information about what I do, please consider taking a moment to check out my website at www.crescentgcm.com.

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