Category Archives: Senior Law Attorney Walnut Creek
Consider Naming a Professional Fiduciary In Your Estate Planning Documents
When we prepare our estate planning documents, such as the Revocable Living Trust and Financial Durable Powers of Attorney, we typically name our spouses and then our children as our…No Look Back Period for VA Aid & Attendance
There will NOT be a look-back gifting penalty period for the VA Aid & Attendance Pension Benefit. On February 27, 2014, Senate Bill 1982, known as The Veterans Pension Protection Act, did…Your Home Is Still An Exempt Asset for Medi-Cal Qualification
The home (principal residence) of a Medi-Cal applicant is still not counted as an asset for qualification for Medi-Cal if you take certain steps. In order to qualify the home as an exempt…Financial Durable Powers of Attorney for Baby Boomers and Seniors Can Now Provide for Long Term Care Planning and Asset Protection
Financial Durable Powers of Attorney (Fin. DPA’s) for Baby Boomers and Seniors can provide for asset protection and government benefits planning. The language we use in Fin. DPA’s for long…
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