Medicaid Planning

/Tag: Medicaid Planning
25 03, 2022

What Documents Are Required for a Medicaid Application?

By |2022-03-25T11:56:16-05:00March 25th, 2022|Asset Protection, Estate Planning, Family Planning, Guardianship, Long-Term Care, Medicaid Planning, Planning for Minor Children, Retirement Accounts, Special Needs, Taxes, Trust Administration, Wills & Probatesssss|

Medicaid applicants must prove that they have limited income and assets in order to be eligible for long-term care benefits. Before beginning the application process, it is helpful to understand what is required prove your eligibility. 

8 02, 2022

What Happens to a Medicaid Recipient If the Community Spouse Dies First?

By |2022-03-01T13:14:30-05:00February 8th, 2022|Medicaid Planning|

When one spouse is in a nursing home and applying for Medicaid, planning has to take into account the possibility that the spouse who is not in the nursing home (called the "community spouse") may pass away first.

18 03, 2018

Estate Planning is for the Living – Asset Management for Every Circumstance

By |2018-08-07T18:00:18-05:00March 18th, 2018|Asset Protection, Estate Planning, Uncategorized|

Once upon a time, estate planning revolved largely around disposition of assets after your death. This was most often managed [...]