Tag Archives: Medi-Cal Planning & Qualification
Consider A Joint Checking Account With Your Parents
Many older people insist on handling their own financial affairs without assistance, for as long as possible. This is admirable, but what if something bad happens to the older person, like…The Personal Residence Exclusion
When we are doing long term care planning with our clients, we often discuss the fact that if you sell your home during your life, you may have to pay tax on the capital gain. Capital Gain…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…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?…Plan For Incapacity Now
Planning for incapacity should take place now, while you still have good mental capacity. If you lose mental capacity, you will not be able to make good decisions regarding your financial…Help For Caregiver Burnout
Over the past years, practicing in the area of elder law and long term care planning, we have observed many cases of elder care burnout. The caretaker spouse or child is usually not…Be On The Lookout For Sweepstakes Fraud
There are thousands of companies that use sweepstakes offers in an effort to lure people into sending them money. This has been reported by the Office of the Attorney General in California.…Watch Out For This Scam Regarding Recorded Deeds
As part of our estate and long-term care planning practice, we regularly prepare deeds for our clients. These deeds can for instance transfer real property into or out of trusts, or between…Alzheimer’s Disease – The 10 Warning Signs
Every 70 seconds someone is diagnosed with Alzheimer’s disease. The Alzheimer’s Association has a list of the 10 warning signs of Alzheimer’s disease, as follows: Memory changes that…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…
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