Elder Law & Estate Planning Articles — Page 13 of 33
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…No Penalties For Transfers Between Spouses Under Medi-Cal Regulations
When a person is in a nursing home and applies for Medi-Cal, the Medi-Cal application will ask whether the applicant has transferred away any non-exempt assets during the 30 months prior to…Medi-Cal Qualifications
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…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…Probate Administration
Only certain assets left through a person’s will can be administered through a probate proceeding. For a married person, all of his or her separate property, which is in that person’s name…
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