Here are 7 Practical Considerations to take into account when you are choosing an assisted living facility, either for yourself or a loved one. We have developed this list after having first hand experience with assisted living facilities that my father lived in, and after having interacted with our clients regarding these issues over many […]
Tag Archives: elder law attorney walnut creek
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Peace of Mind Now For Baby Boomers and Seniors Facing Retirement
A big issue now facing Baby Boomers and seniors is, surviving in retirement. We should have our “Ducks In A Row” now regarding health and financial issues, and there are many things we can do. Most of our clients do not have long term care insurance to pay for a stay in a nursing home. […]
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What Can The State Recover After I Die?
If you die after having been on Medi-Cal, the State will try to recover from your estate what they have paid out for your benefit. If there is nothing left in your estate, there is nothing for the State to take. If your home is still in your estate when you die, it could be subject […]
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I Thought My Revocable Living Trust Protected My Assets from Medi-Cal
Many people who call our office are under the belief that because they have a revocable living trust, that their assets are exempt from Medi-Cal qualification. They also believe that their revocable living trust protects their assets from a Medi-Cal lien from recovery to the State after they die. Both notions are incorrect. When qualifying […]
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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 […]
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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. […]
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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 […]
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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, […]
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Protect Your Home From a Medi-Cal Lien With a Reserved Life Estate
Medi-Cal can pay for your stay in a skilled nursing facility if you qualify. Under the state’s regulations, your home can be confirmed as an exempt asset in the Medi-Cal application. This means that you can keep your home, if you are otherwise qualified, and still receive Medi-Cal. This is true whether you are single […]
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It Is Difficult Being The Caregiver For Your Older Loved One
Many of our older clients are being taken care of by their spouse, or by one or more of their adult children or another family member. The older person of course appreciates the help, and the caregiver feels gratified in their role. The caregiver may also feel extremely guilty if they don not help. The […]