Your Home Assistant
Reasons why YHA is a preferred referral source
What is low minimums, competitive rates, multiple payor sources, same day intake
The main purpose of homecare
What is to live safely and comfortably at home?
In California, this estate planning tool is primarily used to avoid probate.
What is a Revocable Living Trust?
Unlike the IRS and some other states, the State of California does not impose this type of tax at death.
What is Estate Tax?
An older adult begins receiving in-home care after several falls, but no one has legal authority to speak on their behalf when concerns arise.
Why a Durable Power of Attorney is essential before a care crisis occurs?
Your Home Assistant’s goal in supporting both clients and their families.
What is safety, independence, and peace of mind?
What does ADL stand for
Activities of Daily Activities
These documents allows someone to manage your finances and medical decisions during incapacity but generally becomes ineffective at death.
What is a Durable Power of Attorney for Finance and Advance Health Care Directive (or Power of Attorney for Health Care)?
This federal tax concept allows most appreciated assets to receive a new basis at fair market value at death.
What is a step-up in basis?
A caregiver notices memory lapses and unpaid bills, yet the client insists they are still able to manage finances independently.
What is “Early signs that incapacity planning may be needed?
Payor Sources YHA Accepts
What is Private Pay ($38/hr3 hr minimum), LTC, VA, Managed Medi-CAL plans, Del Oro Caregiver Respite Programs, MSSP programs
This group most commonly benefits from homecare services
Who are seniors or adults with disabilities
In California, this court-supervised process is still required even when a decedent leaves a properly executed will.
What is Probate?
This is the amount of the federal estate tax exemption for 2026 which applies to both lifetime gifts and transfers at death.
What is $15 million per person?
Adult children disagree about care decisions, scheduling, and who should pay, creating tension for both the family and the care provider.
How proper legal planning prevents family conflict during care?
YHA services this area of California
What is ALL Northern California, pockets of Southern California
Homecare helps prevent this costly type of event
What is rehospitalization or ER visits?
This document allows an individual to name an executor and allocate assets to beneficiaries, but it does not avoid Probate
What is a Will?
In 2026 gifts at or under this amount are below the federal gift tax exclusion.
What is $19,000?
A client has a trust but never updated it after health declined, leaving no clear guidance for long-term care decisions.
Why trusts must be reviewed as care needs change?
YHA Caregiver/Assistant hiring and onboarding requirements
What is DOJ Background, Negative TB Test, Hep B Vaccine, In person onboarding with hands-on personal care training, additional 8hr online training
One major difference between homecare and home health
Home health is medical and homecare is non-medical
Probate in California is generally required when assets are held solely in a decedent’s name and exceed this threshold.
What is $184,500 for anyone who passed away before April 1, 2025 and for anyone who passed away on or after April 1, 2025 then it is $750,000 for the primary residence and $208,850 for all other assets?
This adverse tax consequence often results when parents add children to title during life as a probate-avoidance strategy.
What is a loss of the step-up in basis?
A family with proactive legal planning and coordinated in-home care avoids emergency decisions, family disputes, and unnecessary stress.
The power of aligning estate planning with non-medical home care?