medi_cal_estate_planning_campbell_ca

Medi-Cal Loopholes and Exempt Assets

Medi-Cal is the California version of the federal Medicaid program.  Medi-Cal is linked with all public assistance programs, such as Supplemental Security Income and In Home Supportive Services.  It even pays for nursing home care when an individual needs long term care after MediCare expires. Often individuals or couples qualify for this public assistance even […]

Information Regarding Public Assistance and MediCal

Disinheritance Not Necessary for MediCal

It’s a common myth that an inheritance and MediCal are mutually exclusive. Sometimes a client will want to disinherit a disabled adult child because that child is receiving public assistance. As many of you may know, public assistance is a “needs based” payment of money or entitlement to services (such as medical care).  Therefore, a […]

Living Trusts Offer Advantages and Help Avoid Probate

Living Trusts – The Benefits & General Information

A Living Trust is document signed during the client’s lifetime. It names someone to manage the client’s assets during his or her lifetime and distribute assets after the client’s death. It is called a” living trust” because it is effective during a client’s lifetime. The term “revocable,” as related to a living trust, indicates that […]