Category Archives: Medi-Cal Attorney Walnut Creek
Medi-Cal Rules: Estate Planning for Older Clients in 2026
How New Medi-Cal Rules Are Changing Trusts and Powers of Attorney Estate Planning for Older Clients in 2026 Estate planning for older clients in California is undergoing a significant shift…
Medi-Cal Changes Starting January 1, 2026
The Medi-Cal rules for skilled nursing care are undergoing a significant change. We are writing to provide this important update on the reinstatement of asset limits. Unfortunately, these…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.…Prevent Financial Abuse: Financial & Estate Planning
Financial and Estate Planning: One of the best ways to prevent financial elder abuse, is to make sure that you know what your financial assets are at all times. You should be in contact…California 2017 Revised Medi-Cal Desk Reference
CALIFORNIA 2017 REVISED MEDI-CAL DESK REFERENCE Divestment Penalty Divisor $8,515.00 Individual Resource Allowance $2,000.00 Monthly Personal Needs Allowance $35.00 Community Spouse…Durable Powers Of Attorney For Young Adults
We usually don’t think estate planning documents are necessary for younger adults. But consider the potential need for financial and health care powers of attorney for them. We received a…Your Home and The “Heggstad” Petition
Your home should be transferred to your revocable living trust for various reasons. One reason is to avoid probate of your home upon your death. Another reason is that as of January 1,…
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