Category Archives: Asset Protection Attorney Walnut Creek
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?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…New Medicare Cards Are Being Issued Without Social Security Numbers
With the purpose of helping to prevent fraud and to protect identities, the Centers for Medicare and Medicaid Services (CMS), has redesigned Medicare cards. The new cards will no longer…Medi-Cal Treatment of Reverse Mortgages
Reverse mortgage loans are designed for homeowners who are 62 years of age or older, and who have a substantial amount of equity in their homes. The amount of equity is usually the…Medi-Cal Community Spouse Resource Allowance (CSRA) As of January 1, 2018
When one spouse applies for Medi-Cal, the state will look at the assets of both spouses for qualification of the ill spouse. As of January 1, 2018, the community spouse, also known as the…Have You Checked In On Your Older Loved One Lately? “Driving”
Have you checked in on your older in-laws and parents lately? The holiday season affords a good opportunity for you to see them and observe how they are doing. Here are a few things you…Preventing Financial Elder Abuse – Wait Three Days Before Signing Anything
How to Prevent Financial Elder Abuse – Wait Three Days Before Signing Anything: When I was a child and I earned some money, a hole would immediately start burning in my pocket. I would be…Preventing Financial Elder Abuse-Personal Relationships
One red flag that we have seen showing possible elder abuse is exhibited by family members who are overly zealous about preserving the money that is being spent for the older person’s care.…
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