Susan B Geffen's                   
       e-Newsletter Magazine  
  
  • Estate Planning Attorney
  • Gerontologist, Master's USC  
  • Elder Law Attorney
  • Former Elder Law Professor  
  • Book Author  
July 2012

IN THIS ISSUE
:

Featured Article:

 

Retire In France? Sure!
Why not!?


My Watchdog: Two important bills that were proposed to protect seniors

Susan's Upcoming Symposium:
Saturday, August 25, Torrance Marriott     
FREE Admission. Limited seating.

How can I help you?  
Susan explains how her work day is filled with helping families, not just writing and doing lectures. 
My WatchdogWatchdog

 

 

 

 

 

Alerting you to the latest scams, elder abuse, and things that are just plain WRONG! 

  

Here are a couple of bills that have been proposed recently to protect seniors:   

 

SB 1170 (Leno): VA Benefit Scams/Senior Insurance


This bill would expand the definition of advertisement related to the sale and marketing of insurance products to seniors;  

it would add veterans organizations and the Department of Veterans Affairs to the list of those entities that cannot be used in deceptive or misleading advertising;  

and add the term "veteran" to those words deemed a senior designation.

Status:

Passed Senate, now on Assembly side. 

 

SB 1184 (Corbett): Veterans Benefits/Senior Insurance 

 

This bill would prohibit an insurance broker or agent from participating in, being associated with, or employing any party that participates in, or is associated with, the obtaining of veterans benefits for a senior, unless the insurance agent or broker maintains procedural safeguards designed to ensure that the agent or broker transacting insurance has no direct financial incentive to refer the policy holder or prospective policy holder to any government benefits program.

Status:

Expected to pass the Senate and go to the Assembly.
 
Susan & Marion

Upcoming Event:

 

Raising Up Your Parents 

Saturday, August 25, 2012

9:00 AM to 1:00 PM PST

Elder Care Seminar

Torrance Marriott 

3635 Fashion Way, Torrance, CA 90503   

 

FREE. Refreshments served. Limited Seating.  

 

You must be registered to attend. (Click Here) 

Or Call 1 (800) 301-1326 

 

 
 
 
Contact Information:

SAGE Consulting, Inc.
1732 Aviation Blvd, #228
Redondo Beach, California 90278
 
susanbgeffen@gmail.com
Office: (310) 406-0608
Fax:    (310) 773-9263
Susan's Featured Article & Video

Retire Abroad? Sure!
Why not!?

Susan in South of France
 


Bonjour!

 

I just came back from two weeks in France.

 

The week before, I went on a diet. My timing in that respect was a bit off.  

 

Prior to leaving, I also saw the movie Best Exotic Marigold Hotel. For those of you who have not seen this film, it is about a group of British retirees who have decided to "outsource" their healthcare and retirement to India.  

 

As I was watching this movie, I realized that I was on the right path. It solidified my belief that moving to another affordable location to retire was a plausible and maybe. a great idea.  

 

Although a promising a life of (inexpensive) leisure on the exotic subcontinent of India is not what I personally have in mind, I am open to going somewhere where my dollar will fetch me more and better healthcare and an easier go at it when my husband and I get older.

 

Clearly, I am not alone.  

 

Studies show that an increasing number of US Baby Boomers are contemplating retirement outside their country. I believe that this is a perfect time to provide insight into some options, France being one of them.  

 

In many respects, Boomers tend to be more energetic and daring than previous generations. Most importantly, Baby Boomers in US understand the requirement to optimize their diminishing retirement incomes. So the idea of overseas retirement is attractive to many.  

 

One of the reasons I went to Paris was to investigate what I have long heard - that because of its mild climate, relatively stable economy and picturesque, idyllic villages, France is a great retirement destination for foreigners.  

 

Who am I kidding?! It was all about the cheese! I mean pastries...the local wines...the fresh bread and.......(but not escargot, despite the photo for this article! - I did that for my son Eli, who demands that dish every time we go for French cuisine) 

 

In truth, France has won numerous accolades as a retirement destination, consistently being featured in top ten lists from publications across the world.  

 

In 2009, it was one of Forbes' top ten retirement havens. Forbes said: "Along with the terrific food and urbane culture, France offers perhaps the friendliest of policies toward American retirees of any European Union nation. [France has] the most affordable quality health care in the world, plus low taxes for American ex-pats."

 

Even across the pond, Brits consider France a top destination to kick back and age. In May 2011, the British newspaper, The Daily Telegraph, voted France into its own top ten list of overseas retirement destinations.  

 

Here in the states, CBS News placed France very high on its list; it chose to feature France due to its food and culture and the fact that it ranked number one in the 2010 International Quality of Life Index.

 

In this era of uncertainty about the affordability of our health care system (despite the passage of the Affordable Care Act), my investigation was hyper focused on France's system as it has what is widely considered to be one of the best healthcare systems in the world. Many expats are choosing France as their retirement destination because of their ability to access quality care there.  

 

France's healthcare was rated the best by the World Health Organization in 2010...

Click Here for the rest of article  

 

Susan's Photo LCOM  
 
How can I help you?


Many people think that I spend all of my time writing books and newsletters and preparing for my "Raising UP Your Parents" symposiums.

I guess that makes sense, given that is how many of my newsletter subscribers are in touch with me.

The truth is, I spend at least half of my time working with families, helping them with elder care decisions, obtaining benefits they are entitled to, or estate planning.
I am often called during a crisis.

A parent may be in the process of being discharged from a skilled nursing facility in the next 24 to 48 hours and the family does not have a care plan in place. This is especially difficult when you and your spouse are working full-time, and need to figure our how all of the added expenses will get paid. 

That is what I do 50% of the time. Help families solve their elder care issues, step in as a geriatric care manager, put together estate plans, etc.

And yes, it's true, the rest of the time I am writing or preparing to speak, but I love helping families too!

My message is...
  • I am here to help you.
  • You are not alone!
  • Just call or email me.
Sincerely,

Susan