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 may be surprised at some of the answers. This information is not to be taken as legal advice. For probate […]
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May
May
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?” One of the first things you should check for in your revocable living trust and financial durable power of attorney, are Medi-Cal and government benefits asset […]
08
May
May
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 care… without selling your home or leaving your family without a dime… Surprising ways to pay for your assisted living and […]
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 may be surprised at some of the answers. This information is not to be taken as legal advice. For probate […]
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 estate planning and asset protection workshop
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 the above link for an audio podcast on this subject. Mike Young
Avoid Medi-Cal Recovery By Avoiding Probate
When and Under What Circumstances Should You Update Your Estate Planning Documents?
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 the year 2018, you can give away $15,000 or less to any number of individuals, without having to […]
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 file a Medi-Cal application. Medi-Cal requires proof that you have been admitted to a SNF, and a will […]