Elder Law & Estate Planning Articles — Page 12 of 33
Elder Law Today Newsletter | February, 2019
When and Under What Circumstances Should You Update Your Estate Planning Documents?? We are often asked, “When and under what circumstances should we update our estate planning documents?”…
Seminar: Medi-Cal for Nursing Home
Next Seminar: Tuesday May 21, 2019 2:00pm – 3:30pm @ Heather Farm Community Center Club Room 301 N. San Carlos Dr. Walnut Creek, CA 94598 “How to get Medi-Cal coverage for your nursing home…Probate: What Are The Intestate Rights Of A Surviving Spouse?
What Are The Intestate Rights Of Inheritance Upon The Death Of A Married Person PROBATE: Click on this podcast to find out what you will inherit from your spouse when he or she dies. You…Welcome To Our Workshop
Find out what we will talk about at our next asset protection workshop regarding how to pay for our long term care and getting our ducks in a row for Medi-Cal qualification Welcome to our…Will Probate Be Required?
When Will Probate Be Required? Probate is not always required. With proper estate planning, we can avoid probate, protect assets, and get our “ducks in a row” for Medi-Cal planning. Click…Avoid Probate To Avoid Medi-Cal Recovery
Avoid Medi-Cal Recovery By Avoiding ProbateWhen And Under What Circumstances Should You Update Your Estate Planning Documents?
When and Under What Circumstances Should You Update Your Estate Planning Documents?Can I Give Each Of My Children $15,000 a Year and Still Qualify For Medi-Cal?
You can give $15,000 to each of your children per year under IRS rules, but there may be penalties if you apply for Medi-Cal within 30 months of the date of the gift. Under IRS rules for…When To Apply For Medi-Cal
Our clients often ask us when the appropriate time would be for them to file for Medi-Cal, to help pay for a stay in skilled nursing facility (SNF). If you are actually in a SNF, you can…Steps to Help Maintain Your Health and Safety
The following are some steps for our senior and (almost senior) clients to consider for healthy living. Prevent falls: My father’s advice to me just before he died was for me to advise all…
Have a question?
Most families start with a call. There is no obligation.
(925) 256-0298Schedule a Consultation