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

Absolute Trust Counsel Medi-Cal Eligibility Planning Presentation on CCTV

Absolute Trust Counsel Medi-Cal Eligibility Planning Presentation on CCTV

$8,000-$12,000 is an overwhelming amount to add to any monthly budget, but the most important thing is to understand there is no reason to panic – eligibility planning can be done. We’re excited to announce that our Medi-Cal Eligibility Planning Presentation featuring Kirsten Howe is AIRING on Contra Costa Television (CCTV) Comcast Channel 26 NOW through February 28th. Show times are: Mondays, Wednesdays, Thursdays, and…

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

925.943.2740

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