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The Ten Medicaid Planning Myths You Need to Know

10 Medicaid Planning Myths

It has been some time since I’ve covered Medicaid Myths in this blog, and some of these myths can be deadly to qualifying for Medicaid if followed through. Rather than start a list from scratch, I went straight to the source in my own book The Long-Term Care Solution. Here is an excerpt from Chapter […]

The High Cost of a “Free” Medicaid Plan

Free Medicaid Plan - The high cost

Free Medicaid Plan There are so many myths, folk remedies, and outright falsehoods surrounding Medicaid qualification for nursing home care that it becomes impossible to list them all. Unfortunately, it becomes easy for people to look online for the simple answers they want to hear rather than researching and understanding a much more complicated truth. […]

The Snapshot Date in Medicaid Planning

The Snapshot Date in Medicaid Planning

The Medicaid Date The snapshot date in Medicaid planning is simply the date that the person entered the nursing home, and therefore is “locked in” to how their assets were arranged at that time. More specifically, it is the first day of the first month in which the person enters the nursing home and is […]

The Medicaid Squeeze Can Be Reversed

Reversing the Medicaid Squeeze

The Medicaid Squeeze The intricate maze of Medicaid Planning confuses even seasoned professionals if they don’t focus on this type of planning in their daily practice, and it’s easy to find differing opinions. Accountants cringe when told to liquidate an IRA because they’re used to minimizing taxes. Bankers gasp when told to liquidate or just […]

Medicaid Whoopsies vol. 1

Medicaid Whoopsies, Follow The Plan

Medicaid Planning When it comes to Medicaid Planning, there are tons of loopholes that can help a family preserve a lot of assets and have a loved one still qualify for nursing home Medicaid. On the other hand, this also means there are a lot of opportunities for people to “go rogue” and make mistakes […]

Mom Needs Help… What Do We Do?

long-term care options-with-daughter-helping-mom-get-off-couch-and-into-a-walker by The Law Offices of Jeffrey G. Marsocci

Basic Long-Term Care Options Medicaid and Long Term Care Planning are often focused on preserving money, at least for the families who speak with me. However, the overall process has to be about more than just assets and income. Unfortunately, many professionals push those aside and focus only on the money without sufficient emphasis on […]

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