Welcome to the Senior Education Center
We are Southern California’s premiere source of information for pre-retirees and retirees. We offer resources and tools to assist you on your journey with a focus on pre-planning, Medi-Cal planning and gifting.
Learn the Rules That Enable You To Save Your Estate!
Contact us today to get started.
No matter your age, preparing for the future never ends.
Huge Unknown Benefit for Californians
Currently, California HAS NOT and IS NOT following federally mandated changes to state Medicaid/ Medi-Cal guidelines that relate to look back periods on gifting. Federal guidelines and most states, follow the 60 month look back period. California is still favoring and allowing the “less severe” 30 month look back period for its citizens. This is a huge benefit for Californians seeking Medi-Cal eligibility approval.
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