Blog 2017-12-06T17:46:45+00:00

2017 Long-Term Medi-Cal: The Legislature’s Year in Review

In 2016, the California Legislature enacted dramatic changes to long-term Medi-Cal’s estate recovery system, as I wrote about earlier this year. As 2017 draws to a close, it’s safe to say that it isn’t going to bring the same sort of major shifts to long-term Medi-Cal as last [...]

By | Monday, December 04th, 2017|0 Comments

Now’s The Time To Talk To Your Parents About Estate Planning

With the holidays coming up right around the corner, now is the time to talk to you parents about an estate plan if they don't already have one. [Transcription] Hi there, Bridget Mackay here. I'm an attorney in Petaluma, California working in estate planning and elder law. And [...]

By | Tuesday, November 07th, 2017|0 Comments

What Will Widespread Genetic Testing Mean for Long-Term Medi-Cal?

In the last decade, several companies have begun offering relatively inexpensive genetic tests to consumers. For as little as $100, these tests can help people trace their ancestry and, more importantly for present purposes, identify genes associated with certain health risks. But as the New York Times reported [...]

By | Monday, November 06th, 2017|0 Comments

Understanding Will Formalities: What You Don’t Know Can Hurt You!

What does it take to make a valid will in California? You might think the answer to that question must be pretty simple, since you can even buy do-it-yourself wills online. (Don’t do that!) But the requirements for a valid California will are actually quite technical, and courts [...]

By | Monday, October 30th, 2017|0 Comments

Make Sure You Have These 4 Key California Estate Planning Documents

Many people mistakenly believe that estate planning just means getting a Will, but it’s actually much more than that. Of course, there’s the actual “planning” part of estate planning—pulling together all the details about your circumstances and creating a customized plan. But there are also other key documents [...]

By | Monday, October 23rd, 2017|0 Comments

Qualified Small Business Stock: Saving Taxes on the Sale of Your Small Business

I recently wrote about one early aspect of estate planning for small business owners: choosing between a corporation and LLC for your business. Today, I want to discuss another early part of business succession planning that you might not have thought about: choosing a tax treatment for federal [...]

By | Monday, October 16th, 2017|0 Comments

How to Choose a Medi-Cal Qualified Nursing Home

Applying for long-term Medi-Cal to help pay for a nursing home can be an arduous process—a process I’ve written about in many past blog posts. But one part of the process I haven’t spent much time discussing is how to choose the right Medi-Cal qualified nursing home for [...]

By | Monday, October 09th, 2017|0 Comments

Medi-Cal White Paper

10 Things To Know Before Placing A Loved One In A Nursing Home.


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