Can I qualify for Medi-Cal if I have significant assets in my IRA?

Individual Retirement Accounts (IRAs) and other retirement plans like 401(k)s should form an integral part of planning for your financial future. Qualified plans, which include all plans found within Section 401(a) of the Tax Code, are...

  Do I need to freeze my credit if my identity has been stolen?

Since the advent of the internet, instances of identity theft have become more common with each passing year.  According to the Insurance Information Institute, in 2017 there were over 16.7 million victims of identity fraud, a...

  What is the Difference Between Estate Planning and Elder Law?

Elder law and estate planning are two areas of law that are not well understood.  Many seniors have little understanding as to what constitutes elder law, as opposed to estate planning.  Our estate planning and elder law lawyers...

How can cloud-based technology assist in your estate planning? Technology never ceases to amaze.  New cloud technology can even aid in your estate planning needs. Products are now available that allow you to upload final messages to be read after your death. In these final messages you can reveal your feelings, secrets, last wishes or any...

My estimated gross estate will be at or above the current federal exemption threshold. How is this tax law expected to change in the near future? While it is always considered a wise idea to prepare an estate plan with an eye on the federal exemption, this figure is constantly increasing, decreasing, or being (temporarily)...

I am approaching retirement and still in great health. What are some long-term care planning options aside from a long-term care insurance policy? For those who are considering their options in long-term care planning, one of most pivotal issues to consider is eventual eligibility for Medicaid. Unlike Medicare, Medicaid is the only government health insurance...

Can an Estate Planning Attorney Help You Protect Your Family’s Assets via Medi-Cal planning? The federal Medicaid program, along with several California state programs, comprise Medi-Cal, which provides funds for medical and nursing home care for almost one-third of Californians annually. Just several years ago, Medi-Cal served over 9 million state residents. Now, following the...

Can I Apply for Medi-Cal? Open enrollment for Medi-Cal (California’s version of Medicaid) is open through the spring.  During the first month of enrollment 216,423 state residents signed up for Medi-Cal. The program is designed to help those with low income (having less than $2,000 in liquid assets), elderly and disabled...