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Can I Qualify for Medi-Cal if I own a Home?

Can I Qualify for Medi-Cal if I own a Home?

Medi-Cal is a needs-based program that will pay, depending on the circumstances, for all or part of a person’s care at a skilled nursing facility. Because the program is needs-based, the applicant must demonstrate s/he has limited resources. Some assets are considered...
Navigating a Loved One’s Care

Navigating a Loved One’s Care

If you or a loved one is faced with a diagnosis that may require long-term care, the considerations and decisions may feel overwhelming. It is less stressful — and you will be able to make better decisions for yourself — if you research your options and...
Required Minimum Distributions from IRAs

Required Minimum Distributions from IRAs

Recently, several of our senior clients have mentioned they neglected to take the required minimum distribution (RMD) from their IRA. It is important to know that the IRS penalty for this mistake is severe. The penalty is 50% of the RMD plus any income tax you owe on...