The Medicaid Squeeze Can Be Reversed
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 […]
What are the Medicaid Spend Down Priorities?
Medicaid Spend Downs One of the most crippling situations for families is when a loved one needs long-term care, they start to look at prices for nursing homes and realize that it is just not possible to keep paying over the long haul without losing everything. Medicaid becomes a path to take to finance your […]
Medicaid Whoopsies vol. 1
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 […]
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.
What You Need to Know About Open Enrollment
Jeff speaks with Elizabeth Gholson of IPA Family about Open Enrollment, which runs from November 1, 2015 through January 31, 2016.
The Affordable Care Act — Explained in Plain English
Jeff speaks with Elizabeth Gholson of IPA Family about the Affordable Care Act — also known as Obamacare. Their discussion includes what is and is not covered.
Ways to Help Someone Caring for the Sick or Dying
Jeff speaks with Nancy Loeffler of Being With Grief. Nancy provides advice on how to be supportive of those caring for a loved one who is sick or dying.
Supporting those Grieving Through the Use of Social Media
Jeff speaks with Nancy Loeffler of Being With Grief on the use of the social media in the grieving process. Nancy provides advice on how to be supportive of those grieving through the use of social media.
How to be Supportive of Those who have Experienced a Loss
Jeff speaks with Nancy Loeffler of Being With Grief. Nancy provides advice on how to be supportive of those who have gone through a significant loss when someone has passed on.
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.