Advisors: Proper planning helps California citizens qualify for Medi-Cal

Advisors: Proper planning helps qualify for Medi-Cal

As an advisor, you probably have clients who are concerned about their ability to afford healthcare, especially during their retirement. Others might be in charge of managing their elderly parent’s finances and attempting to figure out how they will be able to make long-term care work financially for their loved one.

As you may know, there are various eligibility categories of Medi-Cal, including the following:

  • Income-Based Medi-Cal, for people at or below 138% of the federal poverty level
  • SSI-Linked Medi-Cal, for people who qualify for Supplemental Security Income (SSI)
  • Aged & Disabled Federal Poverty Level Medi-Cal, for seniors and disabled people
  • California’s Working Disabled Program, for people who are disabled and working with countable income up to 250% of the federal poverty level
  • Aged, Blind and Disabled—Medically Needy Medi-Cal, for people who have certain disabilities but an income too high to qualify for other Medi-Cal programs

As a trusted advisor, you can provide valuable assistance to your clients by connecting them with legal services that will help them get the healthcare coverage they need through Medi-Cal. There are a variety of estate planning strategies that can be used to help a person qualify for Medi-Cal benefits, and I have been providing those services through my firm for years.

If you have any clients you think could benefit from my Medi-Cal planning services, please feel free to contact me.

Refer Your Friend to Celaya Law

Please contact us at Celaya Law Firm if you have any clients you believe could benefit from our services: (707) 492-3112.

Celaya Law is an estate planning law firm in Napa, California. Attorney Anthony Celaya helps families in Napa, Sonoma, St. HelenaCalistoga, and the surrounding areas with setting up wills and living trustsspecial needs planningasset protectionprobate administrationbusiness law, and retirement planning.