Medi-Cal Planning

Am I in the right place?

If you or a loved one can no longer take care of the physical demands of life, or a loved one is showing signs of mental deterioration, such as Alzheimer’s or dementia, you may think that you are the only source of help for this loved one. However, you are not the best source of help because you are not a medical professional. Allowing yourself to take on the burden of care for a loved one not only provides sub-par medical assistance, but steals the emotional relationship you once had with this loved. You will no longer be able to provide the love and emotional support you once had because you are so consumed with taking care of the loved one’s medical and physical needs that you do not have the energy to provide the love and emotional support that special someone needs now more than ever.

You may have felt like you have exhausted all of your avenues of assistance and came up short. You may have tried borrowing money or time from others to give your loved one the medical support that they need. Or, you may have known from the start to seek professional assistance in getting the care your loved one needs. Whatever journey you took before coming to our firm, we can help you get the care your loved one needs.

We, at the Ashcraft Firm, believe that our elderly community deserves to age with dignity. Our firm can help you make this a reality for you or your loved one.

Note: if you are a veteran from our military, start by clicking here to access VA Benefits Planning Info.

How can an estate planning attorney help you with Medi-Cal?

Hopefully I have convinced you, if you weren’t already, that it’s time to get professional help. However, many believe that professional help like in home care or skilled nursing facilities are too expensive. This is where we can help. There are government assistance programs that can help supplement the assets your loved one has to help them afford this kind of care. Even if you have already been turned down after applications to assistance programs like the ones we are discussing because you did not qualify financially, we can help. We can help you financially plan for the care that your loved one needs. We can often get government assistance for those who have been told that they do not qualify for such assistance.

How do we do this?

Essentially, the government has certain requirements about the types of assets that someone can hold and still qualify for government assistance programs. These requirements create a round hole. Most situations do not perfectly fit into the government’s “round hole.” Your loved one’s financial situation, in this example is a square peg. We use trusts and other legal strategies to make your loved ones square peg financial situation fit into the government’s round hole requirements.

What is our process for completing this?

First, we start by gathering your medical and financial information. If you call in, you will get your own case manager from our firm that will walk you through the gathering of all of the information and documentation that you need. Second, after you and your case manager have gathered all of the information that you need, an attorney will review your medical and financial situation. Third, you will meet with the attorney and discuss a plan for action that will allow you to qualify for the financial assistance that you or your loved one needs to help with long term care. Lastly, if you like the plan that we have created for you, we can work together to make it happen.

Contact us today to get your case manager.

Sign me up for a complimentary case manager!

29970 Technology Drive, Suite 217

Murrieta, CA 92563

Tel: 951-304-3431

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