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...
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...
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%...
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