Category Archives: Brentwood CA Asset Protection Attorney
Medi-Cal Recovery Will Be Limited to Probate Estates after January 1, 2017
We have recently blogged about the new legislation Governor Brown signed, effective January 1, 2017, which changes the rules regarding recovery by the state for payments it has made to…John Hancock Has Dropped Traditional Long Term Care Insurance – But All Is Not Lost!
Forbes Magazine has recently reported that John Hancock is the latest insurance company to drop out of the traditional long term care insurance market. John Hancock has been one of the…‘Tis the Season for Stress’ – Special Challenges
Once again the Holiday Season is upon us. ’Tis the season’ for mixed blessings. Along with the joys of the season come the stressors. This year you wonder how you will manage to get…2017 Medi-Cal Recovery Against Surviving Spouse
Governor Brown has signed new legislation, effective January 1, 2017, which changes the rules regarding recovery by the state for payments it has made to nursing homes for Medi-Cal…October, 2016 Medi-Cal Reference Guide
This Medi-Cal Reference Guide reflects some of the most frequently requested information we receive regarding Medi-Cal qualification. Community Spouse Resource Allowance (CSRA) $119,220.…Consider A Joint Checking Account With Your Parents
Many older people insist on handling their own financial affairs without assistance, for as long as possible. This is admirable, but what if something bad happens to the older person, like…Does Grandma Have A Medical Consent Form For Her Grandchild?
During the summer, many grandchildren will stay with their grandparents for a period of time. If you are a grandparent who will be taking care of one of your grandchildren, be sure that you…The Personal Residence Exclusion
When we are doing long term care planning with our clients, we often discuss the fact that if you sell your home during your life, you may have to pay tax on the capital gain. Capital Gain…The New Transfer On Death Deed (TOD)
On January 1, 2016, a new California law became effective which creates a Revocable Transfer on Death Deed. (“TOD Deed”). The deed is designed to transfer residential property to named…Changes Are Coming For VA A&A Qualification
New changes are in the works which may make it more difficult to qualify for the VA Aid & Attendance Pension Benefit. This benefit, for older war time veterans or their surviving spouses,…
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