Category Archives: Brentwood Elder Law Atorney
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…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…Do-It-Yourself Estate Plans
If you do an on-line search, you will immediately find websites that will help you create estate planning documents like revocable living trusts and wills. The selling point of these…How Does Medi-Cal Treat Joint Accounts?
All assets in the name of the Medi-Cal applicant are reported when qualifying for Medi-Cal. The home is reported, but can usually be confirmed as an exempt asset for qualification. So-…How Much Does The Surviving Spouse Receive In Social Security Benefits?
In a previous post, we discussed what you should do about Social Security benefits after someone dies. But with regard to married couples, how much will the surviving spouse receive?…
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