As we have discussed in the past, there are 3 ways to pay for long term care. 1) You can use your own money; 2) You can use your long term care insurance if you have it; 3) You can utilize the VA Aid & Attendance program to help pay for in home care and […]
Category Archives: Estate Planning for Baby Boomers
aid and attendance, Alzheimer's Care, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Senior Law Attorney, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning Attorney Brentwood, Estate Planning for Baby Boomers, Hospice Care, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Medi-Cal Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, Probate Attorney Contra Costa County, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trust, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
How To Convert Your Life Insurance Policy To Help Pay For The Cost of Senior Care
Some of our clients have asked whether they should let their life insurance premiums lapse, as part of budgeting for the cost of care for their loved one. Many of our clients have been making premium payments on their life insurance policies for a long period of time. My answer is to first find out […]
aid & attendance benefit, aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Contra Costa Nursing Home Attorney, Elder Abuse, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning for Baby Boomers, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, Probate Attorney Contra Costa County, Senior Law Attorney Walnut Creek, senior law walnut creek, Special Needs Trust, Special Needs Trusts, VA Attorney Walnut creek, Veteran's Benefits, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Hiring Home Health Aides:
As part of the Elder Care Journey as we call it, many of our clients will eventually need in-home-care. Our clients want to stay at home but will need help with various activities of daily living, such as eating, bathing, dressing, ambulating and toileting. In fact, our estate planning documents usually confirm an intent to […]
aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Medi-Cal Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, nursing homes, parkinson's disease, Probate & Trust Administration, Senior Law Attorney Walnut Creek, Special Needs Trust, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Special Needs Trust & Inheritance & Workshop 5-8-2014
Special Needs Trusts and Inheritance: Q: Our father just passed away and left $400,000 in his revocable living trust to myself and my brother. My brother is on SSI and will lose his benefit when he receives the inheritance. What should we do? A. There is a remedy for this problem when someone dies, and […]
aid and attendance, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, elder law, Estate Planning for Baby Boomers, Hospice Care, Medi-Cal Planning & Qualification, Special Needs Trust, Special Needs Trusts, walnut creek, Walnut Creek Medi-Cal Qualification
Special Needs Trusts For Children
A number of our clients have “special needs” children who are presently receiving public benefits such as Supplemental Security Income and Medi-Cal. Other clients have “special needs” children who may need public benefits later in life. These public benefit programs have asset limits. Many times the children who are receiving public benefits become settled in […]
Aid & Attendance Antioch, Alzheimer's Care, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, Brentwood Elder Law Attorney, CA Attorney Asset Protection, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Estate Planning in California, falling, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning & Qualification, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, nursing home costs, parkinson's disease, Pleasant Hill Elder Law Attorney, Probate Attorney Contra Costa County, Qualification for VA Aid & Attendance, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Consider Naming a Professional Fiduciary In Your Estate Planning Documents
When we prepare our estate planning documents, such as the Revocable Living Trust and Financial Durable Powers of Attorney, we typically name our spouses and then our children as our fiduciaries if we cannot act for ourselves. It would seem that the most common reason that would cause a fiduciary to act is the loss of mental capacity of […]
Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, Elder Abuse Antioch Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Nursing Home Attorney Walnut Creek, Senior Law Attorney Walnut Creek, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Your Home Is Still An Exempt Asset for Medi-Cal Qualification
The home (principal residence) of a Medi-Cal applicant is still not counted as an asset for qualification for Medi-Cal if you take certain steps. In order to qualify the home as an exempt asset, the applicant must confirm in writing that he intends to return to his home after a stay in a nursing home. […]
aid and attendance, Alzheimer's Care, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning Attorney Concord CA, Estate Planning for Baby Boomers, falling, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Pleasant Hill Senior Law Attorney, Senior Law Attorney Walnut Creek, senior law contra costa, senior law walnut creek, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
Financial Durable Powers of Attorney for Baby Boomers and Seniors Can Now Provide for Long Term Care Planning and Asset Protection
Financial Durable Powers of Attorney (Fin. DPA’s) for Baby Boomers and Seniors can provide for asset protection and government benefits planning. The language we use in Fin. DPA’s for long term care planning for baby boomers and seniors is very different from the language we see in the plain vanilla Fin. DPA’s which most people […]
aid and attendance, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Baby Boomer Estate Planning, CA Attorney Asset Protection, Concord Medi-Cal Attorney, Contra Costa Elder Law, Contra Costa Nursing Home Attorney, Elder Law Attorney Contra Costa, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Elder Law Estate Planning, Estate Planning for Baby Boomers, falling, Hospice Care, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal Planning Concord, Nursing Home Attorney, Nursing Home Attorney Walnut Creek, Pleasant Hill Elder Law Attorney, Pleasant Hill Senior Law Attorney, Probate Attorney Contra Costa County, VA Attorney Walnut creek, Walnut Creek Elder Law, Walnut Creek Medi-Cal Qualification
FIVE THINGS BABY BOOMERS AND SENIORS CAN DO TO GAIN PEACE OF MIND FOR SURVIVING THEIR RETIREMENT YEARS
Many Baby Boomers and seniors are concerned about surviving their retirement years. Many have not been able to save adequately, have suffered losses in the stock market, and do not have pension funds sufficient to meet their future needs. Most are concerned about health care issues, and how their nursing home costs would be paid […]
Alzheimer's Medi-Cal, Baby Boomer Estate Planning, Concord Medi-Cal Attorney, Contra Costa Nursing Home Attorney, elder law, elder law attorney Pleasant Hill, Elder Law Attorney Walnut Creek, Estate Planning for Baby Boomers, Estate Planning in California, Medi-Cal attorney, Medi-Cal Attorney Pleasant Hill CA, Medi-Cal Attorney Walnut Creek CA, Medi-Cal eligibility Concord CA, Medi-Cal Planning & Qualification, Medi-Cal Planning Concord, Nursing Home Attorney Walnut Creek, nursing homes, Probate & Trust Administration, Veteran's Benefits
What Can The State Recover After I Die?
If you die after having been on Medi-Cal, the State will try to recover from your estate what they have paid out for your benefit. If there is nothing left in your estate, there is nothing for the State to take. If your home is still in your estate when you die, it could be subject […]