The world of Medi-Cal is ever growing and evolving. We want to help you get the healthcare you need without suffering financial ruin. If a Skilled Nursing Facility is the most appropriate care facility for you or a loved one, then schedule a consultation to discuss your options. Remember, this is a benefit that our tax dollars pay for, and to which you are entitled. You do not need to be wiped out before you qualify, you just need good advice. That’s where we come in.
After a loved one passes away, the process of Administration should begin. This is the formal process of transferring assets from the now deceased owner to the deceased's heirs or beneficiaries. When the person who died only has a Will, the law usually requires a Probate Administration. If you are the Executor of the Will, or if your loved one died and he or she did not have a Will, we can help you to promptly start and finish the Probate Administration, make sure you can accurately distribute the assets to the heirs, and take this stress off your shoulders. When we are involved, you will never have to go to court. We make it easy for you.
You have two options: turn your back and walk away, or fight. If you decide to fight, we can help. The only solution the law provides to protect our seniors and prevent elder abuse is a Conservatorship. We get the court involved to oversee the senior's money and healthcare, and make sure abusers are stopped. We can move fast. If necessary, we can be in front of the judge in 24 or 48 hours. We take Elder Abuse seriously. And we will move heaven and earth to end it.
You want to protect your children. If your offspring are anything like mine, they occasionally do dumb stuff. You have the opportunity, in your Will or Trust, to design an Asset Protection System for your children. You can make sure your legacy is there when you children need it. Your legacy, behind the protective walls of an Asset Protection Trust, enables your children to fend off attacks by creditors, divorcing spouses, bankruptcy court, and others who are looking to take your legacy from your children.
Demystifying Trust law is in itself a creative practice. It requires finesse, strategic structuring, and, in many ways, empathy. At the end of the day, your final wishes are profoundly personal. In such matters, we work to help you get the best results. To do this, we guide clients through the formal process of Trust Administration. Our clients are able to walk away from their responsibilities as Trustee knowing that their core interests were preserved and the job was done right.
If your spouse is in a Skilled Nursing Facility, then you are interested in Medi-Cal. In many cases, the Medi-Cal asset and income limits severely impact the standard of living of the well spouse still at home. We may be able to help you modify the asset and income limits imposed by Medi-Cal. When successful, this can be life-changing. The well spouse may be able to keep more of the savings, including stock accounts and investment property, as well as keep most if not all of the monthly income of BOTH spouses. Contact us to find out more.
For Veterans and their surviving spouse, the VA has a fantastic program to help you pay for the high cost of Assisted Living, Memory Care, and in some cases, In Home Care. If you or a loved one is a Veteran, let us discuss with you options to utilize this benefit. You do not need to have served in a DMZ. You do not need a disability rating by the VA. Contact us, VA Accredited Attorneys, to learn more about the VA Aid and Attendance Pension benefit. It could change your life.
Seniors who are getting older often like to implement an Estate Plan that includes Asset Protection to guard against possible major health care espenses. By implementing an Asset Protection Plan today, before you need it, you have the peace of mind knowing you are protected. If you or a spouse fall ill, your loved ones will spend the energy focused on you and your care. They will not need to worry about the finances and how to pay for the care. Your spouse will not need to worry about becoming impoverished just to take care of you. Schedule a consultation to learn how to protect your spouse, your family, and your quality of life.
When you children inherit your IRA or 401(k), your hard earned money is now available to your children and their creditors. This means that if a child who inherits your IRA or 401(k) gets a divorce or goes through bankruptcy, the remaining balance of the account will be available to the soon to be ex-in-law or to a creditor. Let us help show you strategies to fortify your IRA and 401(k). This will help ensure the legacy you leave will continue to grow, tax deferred, for years and years to come.