Proactive Medi-Cal planning is essential to become eligible for benefits when they are needed.  AT JFW Life Planning Services, we help clients navigate the complex Medi-Cal rules and eligibility requirements, keeping in mind federal look-back periods, asset transfer penalties, and waiting periods that ultimately effect if, and when, an individual may become eligible for Medi-Cal benefits. Medi-Cal is entitled to recover for benefits paid during an individual’s lifetime. Without proper planning, this could result in a family home being lost or turned over to Medi-Cal.  However, there are effective techniques, which enable families to preserve the family home and assets. It is also important to consider the connection between eligibility for use of Veterans benefits as it relates to eligibility for Medi-Cal benefits.

Please contact me on 805 415-8449 or jim@jfwlifeplanning.com for questions or concerns.