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Money Management; Trust and Estate Planning

The image shows an elderly man with gray hair and glasses, wearing a dark suit and a red patterned tie, standing in front of a wooden paneled wall and smiling.

RAYMOND McFALONE

Raymond McFalone earned his Bachelor of Arts from San Jose State University in 1977 and his Juris Doctor from Western State University in 1981. Raymond's teaching philosophy and approach is to avoid trying to dazzle students with technical legalese to prove how smart he is. Instead, he tries to translate complicated legal concepts into lay terms. He has practiced law in the Bay Area for 42 years.

Medicare & Long-Term Care

  • When do I sign up for Medicare?
  • What does Medicare cover?
  • How much does it cost?
  • Will I need other insurance?
  • What about long-term care?

At Acalanes Adult Education, get answers to these questions, and more regarding Medicare and Long-Term care.  Through this workshop, you will learn how medicare enrollment periods work and what you need to do to avoid late-enrollment penalties.  You will also learn how Medicare works with private insurance to provide comprehensive coverage.

Social Security Planning

Learn how much Social Security you stand to receive over your lifetime and rules and guidelines for when you should apply for benefits.  Decisions you make in your 60’s can determine the amount of income you will have in your 80’s and 90’s.

Trusts & Estate Made Simple

This class covers the basics of estate planning and Revocable Living Trusts. Have your questions answered by an experienced attorney who will explain exactly how estate planning, Trusts and Wills work in a way that is easy to understand. The goal of this course is for Guests to have a basic understanding of estate planning and trusts. When our Guests begin their estate planning, they will understand how the trust, will, power of attorney and health directive work.