2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

2019 Medi-Cal Resource Updates

The California Department of Health Care Services recently announced new Medi-Cal resource numbers for 2019. In All County Welfare Directors Letter (ACWDL) 18-28 the Community Spouse Resource Allowance (CSRA) was increased to $126,420 and the Minimum Monthly Maintenance Needs Allowance (MMMNA) was increased to $3,161 for 2019. The CSRA is the amount of non-exempt assets that the spouse of a…

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Why You Should Name a Retirement Trust as Beneficiary (For IRAs, 401(k)s and Other Tax-Deferred Retirement Accounts)

IRAs, 401(k)s and other tax-deferred retirement accounts allow your savings to grow tax-free until you retire. The year after you become age 70 ½, you must begin taking required minimum distributions from your retirement accounts, and you will pay ordinary income taxes on all distributions. The rest of the money that stays in your account continues to grow tax-free until…

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What’s In Your Medical Records?  The Importance of Doctor’s Notes to Support Long-Term Disability Claims Under ERISA

There are several kinds of disability income benefits available to a worker who becomes unable to work due to an injury or illness. This article focuses on private disability insurance policies or plans provided by employers that are governed by a federal law known as the Employee Retirement Income Security Act of 1974 (“ERISA”). Applying for long-term disability benefits under…

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2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

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