Medicaid Planning Strategies

If your assets are above the resource limit that would allow you to qualify for Medicaid, you may be able to engage in Medicaid planning. Legal strategies will allow you to qualify for benefits and preserve your assets. ...

Medicaid 101

Medicaid Planners may be able to assist you or a loved one with qualifying for Medicaid benefits.

Even a modest monthly income may disqualify you from Medicaid. A Miller Trust may help you resolve this dilemma.

Unfortunately, neither health insurance nor Medicare covers long-term care services. Medicaid could become your only option. Planning ensures a smooth qualification process for you and your loved ones.

While Medicaid helps pay for nursing home care, being admitted to a nursing home as a Medicaid recipient is not always easy. There are several ways to navigate the process, depending on your situation. ...

Medicaid 101

While it is preferable to conduct long-term care planning well in advance of needing care, if you haven’t planned ahead, there are some strategies available to avoid spending all your assets, including “half a loaf.” ...

Medicaid 101

Elder advocacy groups are calling for the elimination of Medicaid estate recovery after a congressional advisory commission concluded the practice recoups a tiny percentage of Medicaid spending while contributing to generational poverty and inequity.

Long-term care involves a loss of personal autonomy and comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations.

Life estates can be an excellent tool for Medicaid planning, probate avoidance, and tax efficiency, but there are potential problems and risks to understand before creating one. Is a life estate right for you?...

Medicaid 101