Medi-Cal Planning

Dear Len & Rosie,

My mother is 84 years old and is in poor health. She has been on Medi-Cal for years. She is very concerned that upon her death her mobile home will have to be sold to payback the cost of her surgeries. Can this be true?

Barbara

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Written by Len Tillem On Tagged

Property Tax

 Dear Len & Rosie,

My mother has a trust and owns her house within the trust. She rents it out. My brother and I want to hang on to the house after our mother dies and we want to continue to rent it, but we want to avoid the step up basis in property taxes. How can we do this?

Amy

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Written by Len Tillem On Tagged