Estate Planning Beyond the Binder
Estate Planning Beyond the Binder
Podcast Description
Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, parents, homeowners, business owners, and anyone thinking about their future. Hosted by Zofia Morales with expert insights from Brian Chew, founder of OC Wills and Trust Attorneys.
Podcast Insights
Content Themes
The podcast focuses on essential estate planning topics including the importance of comprehensive planning, trust funding, child protection strategies, and avoiding common pitfalls. Episodes like 'What's Next After Setting Up the Binder' and 'Estate Planning 101 — The Binder & Child Protection Planning' highlight actionable steps for families and individuals, with a special emphasis on protecting minor children and maintaining updated plans.
Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, homeowners, business owners, and anyone thinking about their future. Featuring Brian Chew, founder of OC Wills and Trust Attorneys.
Episode Summary
In this episode of Estate Planning: Beyond the Binder, Brian Chew breaks down the complex world of Medi-Cal planning for California families. He explains how seniors can protect their homes and assets while still qualifying for long-term care benefits. Brian clears up common misconceptions, discusses the 30-month look-back period, and shares practical strategies for avoiding costly mistakes.
What You Will Learn in This Episode
- What Medi-Cal is and how it helps cover long-term care costs
- The difference between nursing homes, assisted living, and board-and-care facilities
- Asset and income rules for Medi-Cal eligibility
- How the 30-month look-back period works in California
- Common mistakes families make when transferring property or assets
- How revocable and irrevocable trusts impact Medi-Cal and estate recovery
- Why planning ahead is key to protecting your home and preserving family wealth
Key Timestamps
00:02:00 – What Medi-Cal covers and how it differs from Medicare
00:05:00 – Assets you can keep and the $2,000 financial limit explained
00:07:30 – Understanding California’s 30-month look-back period
00:10:00 – The role of trusts in Medi-Cal planning and estate recovery
00:13:00 – When and how to start planning for long-term care costs
00:15:00 – Analyzing assets and choosing the right strategy for your family
About the Show
Estate Planning: Beyond the Binder is a podcast dedicated to simplifying estate planning for families in California. Featuring attorney Brian Chew, managing partner at OC Wills and Trusts, the show provides expert insights into trusts, wills, and asset protection strategies. Through clear explanations and practical advice, the podcast empowers listeners to secure their family’s financial future and build lasting legacies.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.