rosalie – Planning for Seniors

The Power of Teamwork

Planning for Seniors helps client on a daily basis, find a way to pay for extended care of a family member or loved one that is unique to their particular need. Every case is different and requires an expertise that has been refined over the years, by Deborah, our founder. Because each case is specific to the client, and may require additional assistance, Deborah built a network of professionals that she can invite into the case. Read More…

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obtaining medi-cal long term care benefit

Receiving a Settlement And Retaining Medi-Cal Benefits

When someone is critically injured, it is devastating, not only for the victim but also to their family, friends, and colleagues. It is particularly devastating when someone young, with a family and a thriving business is tragically injured. Medi-Cal is available to persons in this circumstance as well.Read More…

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Taking Care of Our Aging Parents

When our parents or loved ones begin to show signs that they need us to step in, on their behalf, it can be emotionally challenging. We live our lives with our parents acting as our guides, and then a tipping point occurs and we recognize that the roles may be reversed. Read More…

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When Life Throws You a Curve

Imagine being retired and ready to travel and enjoy the life you have planned for only to discover you have a debilitating disease with no cure. You go from “where should we go first?” to “how am I going to pay for extended care and make sure there is something left for my spouse?”…Read More…

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We Work with Families all over California

We are a fee based business and at this time we use a sliding scale based on cash assets and complexity of the case. There is also an annual fee that covers the Medi-Cal renewal and access to Debbie and the Planning For Seniors staff for the year…Read More…

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Medi-Cal Estate Recovery Process

One of the topics we always discuss during Medi-Cal planning is Estate Recovery by the State of California after a client passes. Basically, the state wants to recover any monies that were spent on the client’s care under Medi-Cal. …Read More…

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New Medicare Cards are On the Way

The new Medicare cards use a unique combination of letters and numbers to replace the Social Security number that was previously used as the identification number. Your new number is called the Medicare Beneficiary Identifier (MBI) and uses numbers 0 thru 9. The letters S, L, O, I, B, and Z are never used…Read More…

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How will I pay for Extended Care & provide for my Spouse?

Not all of our clients have an aging parent but have issues themselves. Imagine being retired and ready to travel and enjoy the life you have planned, only to discover you have a debilitating disease. Instantly you go from “where should we go first” to “how am I going to pay for extended care and make sure there is something left for my spouse?” …Read More…

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The Reason I founded Planning for Seniors

Why would anyone want to throw themselves into understanding all the complex code regulations for Medi-Cal eligibility and taking on such an arbitrary and mis-understood governmental program? Little did I know that I was destined to help those in need of funding their care during the last years of their lives! What a journey it\’s been… Read More…

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When Your Parent Needs Care

Most of us realize that eventually we will have to step in for our parents in some capacity as they age – it’s always in the back of our minds and we are somewhat prepared for it. But there are times when the adult child has barely started a life of his/her own and a parent has a stroke, heart attack or catastrophic injury…Read More…

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