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

Medi-Cal Eligibility (con’t.) – Assets

Eligibility requirements relating to assets This is another installment in our series on Medi-Cal planning. We have been discussing Medi-Cal eligibility from the standpoint of income. In this blog post we will discuss eligibility requirements relating to assets. In analyzing our client’s situation we have to consider assets. If the client’s assets are of a value greater than what Medi-Cal…

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Funeral Planning Can Save Time and Money

“Silence!” Roger Claret roared. “Dad has only been dead 12 hours and already you’re turning his funeral into a circus.” He glared at his brother and sister. “We need to decide what Dad would have wanted, not what you want.” He muttered, “Just because the man enjoyed country music does not mean he wanted the Grand Ole Opry staged at…

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


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