Category Archives: Pleasant Hill Senior Law Attorney
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,…Medi-Cal Qualification and Joint Accounts
If you are applying for Medi-Cal, you will be required to disclose all of your assets in your application package. Medi-Cal wants to see evidence of all of your accounts, even joint…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…When Can The State Recover Medi-Cal Payments?
If you die after having been on Medi-Cal, the state will want to recover from your estate. They will want to recover what they paid for your nursing home care while you were on Medi-Cal. If…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?…My Dad Has Already Done Some Gifting! Can He Still Qualify For Medi-Cal?
California does have gifting penalty rules. If the rules are not followed, you could create periods of ineligibility for Medi-Cal. If you follow the rules, Medi-Cal can pay for your stay in…2015 CA Medi-Cal Quick Reference Guide
The State of California has changed some of the Medi-Cal qualification figures and requirements for 2015. A brief listing of these changes and requirements is set forth below: Community…Treatment of The Home With Reverse Mortgages By Medi-Cal
Under the Medi-Cal regulations, it is fairly easy for us to establish the home as an “exempt asset” for qualification for Medi-Cal. The usual way is to confirm “an intent to return home” by…Mom Is Showing Some Dementia – Can we still create a long term care plan for her?
In my workshops, we talk about the Elder Care Journey. Along this journey, which I show on a chart, is an area called “Declining Senior With Memory or Mobility Issues.” I reference this…Final Expense Trust For No Fee
As part of your long term care planning, you can also plan ahead for payment of funeral costs. You can put an amount you decide on into an “irrevocable final expense trust” which will pay…
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