Elder Law Advice

    1. Medi-Cal will be “changing” their asset protection and recovery rules beginning on January 1, 2017.
    2. Should you divide your Trust or Will equally between your children, or not?
    3. When parent’s pass, the children usually disagree on how to divide their “personal property”.
    4. Does your Current Trust or Will need a tune-up?
    5. What estate planning attorneys tell their clients about planning for their families future.
    6. If you are on Medi-Cal under the ACA (Affordable Care Act), contact my office if you want to avoid “estate recovery” after you are 55.
    7. Contact my office to learn how to avoid “estate recovery” for expanded Medi-Cal or Magi-Medi-Cal.
    8. Be careful when you purchase “variable annuities”, it is not the best investment for many seniors.
    9. What is the difference between a Will and a Trust?
    10. Do you know how to protect your home and assets and still qualify for Medi-Cal long-term care benefits?
    11. Have you ever heard about the elder care benefit for Vets and their spouses called VA Aid and Attendance?
    12. When is it time for a nursing home?
    13. When should you talk to your loved ones about your end of life wishes?
    14. How do you plan for your adult disabled child?
    15. Medi-Cal will recover against the home if it is not protected before you pass.
    16. If you want to give someone a right to live in your home after you pass, be sure to put it in your Will or Trust.
    17. Be careful what heart medicines you are taking if you are a senior, as studies show some may lead to an increased risk of dementia.
    18. States are supposed to be making it easier to get Medi-Cal under the Affordable Care Act, for regular health insurance.
    19. In CA, if you divorce you will lose your rights to your spouses Social Security.
    20. 3 times it makes sense to file early for Social Security.