Category Archives: Walnut Creek Medi-Cal Qualification
Probate of Your Home: The “Heggstad” Petition
Transfer your home to a Revocable Living Trust (RLT) for several reasons. First, doing so will prevent probate of your home when you die. Another reason is that, as of January 1, 2017, if…When To Apply For Medi-Cal
Our clients often ask us when the appropriate time would be for them to file for Medi-Cal, to help pay for a stay in skilled nursing facility (SNF). If you are actually in a SNF, you can…Steps to Help Maintain Your Health and Safety
The following are some steps for our senior and (almost senior) clients to consider for healthy living. Prevent falls: My father’s advice to me just before he died was for me to advise all…No Penalties For Transfers Between Spouses Under Medi-Cal Regulations
When a person is in a nursing home and applies for Medi-Cal, the Medi-Cal application will ask whether the applicant has transferred away any non-exempt assets during the 30 months prior to…Medi-Cal Treatment of Reverse Mortgages
Reverse mortgage loans are designed for homeowners who are 62 years of age or older, and who have a substantial amount of equity in their homes. The amount of equity is usually 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…How To Prevent Financial Elder Abuse – The Telephone
The telephone is widely used for financial elder abuse. Remember that you do not have to immediately answer the telephone. You should let the caller leave a voice mail. That way you can…
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