Category Archives: Walnut Creek Medi-Cal Qualification

Alzheimer’s Is A Family Illness!

Our office represents many families who have a loved one who has been diagnosed with Alzheimer’s disease or another form of dementia. We typically will receive a call from the spouse or child of the person suffering from dementia. The person calling may tell us that their spouse or parent has become forgetful, is not paying […]

Baby Boomers Predict The Future!

Baby Boomers Predict The Future! Wouldn’t it be nice to be able to predict the future for us Baby Boomers, and start planning for it! But we do know certain things about our future …  On average, 10,000 people are turning age 65 every day. It is predicted that at least 70% of people over […]

VA Aid & Attendance 2013 Pension Benefit Amounts

The 2013 Maximum Aid & Attendance Pension Benefit Rates are set forth below. This is a wonderful benefit for older wartime veterans, which can help pay for the cost of in-home care, assisted living facilities and board and care. The benefit is “non service connected”, which means that qualification is not dependent upon a wartime injury. The veteran […]

2013 CA Medi-Cal Quick Reference Guide

The State of California has changed some of the Medi-Cal qualification figures and requirements for 2013. A brief listing of these changes and requirements is set forth below: 2013 CA Medi-Cal Quick Reference Guide Community Spouse Resource Allowance $115,920 This is the amount that the community, or (at home) well spouse can retain in liquid assets. This […]

Baby Boomer Alert!

You should get your “Ducks In A Row” now. Many of us Baby Boomers, born between 1946 and 1964, have helped to take care of our elderly parents. Both of my parents are gone now, but my siblings and I helped our parents through their “Elder Care Journey,” which I talk about in my workshops. […]

Start Walking for Your Health!

People are living longer and are enjoying healthier lives for longer periods of time. George Burns, who lived to be 100 said, “I’m going to stay in show business until I’m the last one left!” I see attorney friends at the courthouse who are over 80. When I talk to them, I discover that they […]

Medi-Cal Qualification and Life Insurance

Term Life Insurance: You can have any amount of term life insurance and still qualify for Medi-Cal to help pay for your nursing home costs.  For example, lets say that you have a $100,000 term life insurance policy that provides for a distribution of $100,000 to your wife when you die. You can apply for […]

Now Is The Time To Plan For Incapacity

My mother, who was a WWII veteran and the mother of five wild boys and a composed girl, used to tell me that the only thing that she really feared in life was losing her mental capacity. When I was a younger attorney, and my parents were younger, I prepared their estate plan, which was […]

Can The State Take My Home If I Die After Having Been On Medi-Cal?

One of the most frequently asked questions I receive as an elder law attorney in Walnut Creek, CA is, “Can the State of California take my home if I die after having been on Medi-Cal?”  The state will not actually take your home. But your home, if it is in your estate when you die, […]

Getting Your Ducks In A Row Before a Crisis Occurs

You should get your ducks in a row long before a crisis occurs, especially where your health and finances are concerned. Many of our clients come to see us when a crisis is occurring. For instance, their spouse or loved one is in the hospital or has just entered a skilled nursing facility. At this […]