The Advanced Institute is Back
My Presentation Was On Medicaid Planning. The Estate Planning Source, an organization I have been affiliated with for many years, has undergone some challenges lately in addition to the COVID issues facing every other business. With the purchase of the business finalized in May by long-time employee Bobbie Setser, the organization is holding its first […]
Medicaid DOES Care if you Gift $16,000
[Below is a reprint of a previously published article, but the situation keeps coming up, especially when it comes to Medicaid qualification for seniors. While gifting can be part of an overall Medicaid Planning strategy, there are specific consequences that need to be planned and timed properly. There is NOT a free $16,000 a year […]
Newest Book on Veteran’s Care Published
Jeff wrote the book to help protect veterans and their families from massive care-related bills and to avoid common traps by using the right strategies, with the right solutions at the right time.
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.
Making Your Home Accessible
Jeff speaks with Jacqi Dix of Personal Access Solutions about the resources available to help someone with a disability to stay in their home.
Signs that a Loved One May Need Care Assistance
Often times an older person is going to try to hide what their needs are going to be, so it is important to look for tell-tale signs. Jeff speaks to Anne Browning from Homewatch CareGivers about what to watch for.
What are the Different Levels of Care Assistance at Home?
Jeff spoke with Anne Browning of Homewatch CareGivers about the different levels of care assistance available to those who need assistance in the home. They also discuss what you need to know BEFORE letting a caregiver into your home.
How to Discuss the Need for Care Assistance with a Loved One
Jeff spoke with Anne Browning of Homewatch CareGivers about how to discuss the sensitive topic of future care assistance needs with your loved one who may need help.
Get Moving! The Upside of Downsizing
Jeff speaks with Teri Tolbert from Room-By-Room Makeover to discuss the important things people need to think about and focus upon when downsizing.
Jeff Speaks with Eric Avery of Capital Oaks Retirement Resort About Senior Community Living
Jeff talked with Eric Avery from the new community. Among the topics discussed: what a nursing home is – and, more importantly – what it is not.