Category Archives: Medi-Cal Planning & Qualification
Content related to Medi-Cal planning and qualification.
Avoid Probate To Avoid Medi-Cal Recovery
Avoid Medi-Cal Recovery By Avoiding ProbateCan I Give Each Of My Children $15,000 a Year and Still Qualify For Medi-Cal?
You can give $15,000 to each of your children per year under IRS rules, but there may be penalties if you apply for Medi-Cal within 30 months of the date of the gift. Under IRS rules for…Items Generally Exempted for Medi-Cal Qualification
If you apply for Medi-Cal, the following list includes items that are generally exempted for qualification. Your home is exempted if it is your principal residence. When applying for…Do not Listen To Your Neighbors Regarding Medi-Cal Eligibility
Do not listen to your neighbors regarding Medi-Cal eligibility! Over the last number of days, we have been told by several individuals who are interested in our services, that their…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…‘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…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…Beware of Arbitration Clauses
The New York Times has examined, in a series of articles, the problems with mandatory arbitration agreements in consumer contracts. The articles examine “… how clauses buried in tens of…What assets can you keep when qualifying for Medi-Cal?
What assets can you keep when qualifying for Medi-Cal? Your Home: Your home is generally exempt, or not counted, in determining eligibility for Medi-Cal. The Medi-Cal applicant, or their…
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