All You Need to Know About Medicare and Medicaid/Medi-Cal

Use this booklet to understand how Medicare and Medicaid/Medi-Cal programs work. Discover the difference between Medicare and Medi-Cal. Find out who qualifies for Medi-Cal and how much income and assets the well spouse may keep. Understand the tax and Medicaid/Medi-Cal difference in gifting rules. Use examples to help explain to your client how these programs work so you don’t make tax planning recommendations that may negatively impact eligibility.

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