Reversing the Medicaid Squeeze
The intricate maze of Medicaid Planning confuses even seasoned [...]
Medicaid DOES Care if you Gift $15,000
It’s an extremely common mistake made by families trying [...]
The Medicaid Case Worker is Not Your Friend
Do you want A PATH or The BEST [...]
Managing Assets in a Family Irrevocable Trust
Medicaid Planning is one of the most complicated areas of [...]
Don’t Talk to the Medicaid Office
Rule 1: Don’t Talk to the Medicaid Office. [...]
Reversing the Medicaid Squeeze
The intricate maze of Medicaid Planning confuses even [...]
The “Snapshot” Date in Medicaid Planning
[From Mr. Marsocci’s book The Long Term Care [...]
How to Qualify for NC Medicaid in 4 Steps
Many individuals feel like Medicaid is for low-income [...]
Gifting and the “Five Year Rule” in Medicaid Qualification
I often get asked questions around gifting and [...]
Doesn’t A Revocable Trust Protect Against a Medicaid Spend Down?
A Revocable Trust does not help protect against a Medicaid spend down. It’s an important distinction. In my practice, we use Revocable Trusts for the avoidance of probate as an estate planning tool, NOT as a long-term-care planning tool.