Tag Archives: elder law attorney brentwood
The New Transfer On Death Deed (TOD)
On January 1, 2016, a new California law became effective which creates a Revocable Transfer on Death Deed. (“TOD Deed”). The deed is designed to transfer residential property to named…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…You Can Spend Down Resources for Medi-Cal Eligibility
For eligibility for Medi-Cal, you cannot have more than $2,000 in non-qualified assets in your name by the end of the month that you want to be eligible. So, if you apply for Medi-Cal on…Do-It-Yourself Estate Plans
If you do an on-line search, you will immediately find websites that will help you create estate planning documents like revocable living trusts and wills. The selling point of these…Changes Are Coming For VA A&A Qualification
New changes are in the works which may make it more difficult to qualify for the VA Aid & Attendance Pension Benefit. This benefit, for older war time veterans or their surviving spouses,…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?…Consider a Line of Credit On Your Home
The home is usually our clients’ most valuable asset. For Medi-Cal planning purposes, we have discussed in previous blogs how you can set up your Long Term Care Plan to ensure that you can…You Can Self-Insure For Your Long Term Care
Through our elder law firm, you can explore the possibility of self-insuring for your long term care, using what are referred to as “legacy assets.” Your portfolio may contain assets that…Medi-Cal, Capital Gains and the Home
In previous blogs, we have discussed how we can establish the home as an “exempt asset” for qualification for Medi-Cal. Your elder law attorney can help you take the steps necessary to…- Please click the attached to view a short video on a Medi-Cal After Acquired Asset Strategy. The couple’s home is transferred from the ill spouse to the well spouse. After we qualify the…
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