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 High Cost of a “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. And going to […]
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 […]
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.
What Steps Should I Take if I think My Child May Have Developmental Issues?

Jeff speaks with Wendy Partin, the Executive Director of the White Plains Children’s Center in Cary about identifying children who may have developmental issues.
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.
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.
Doesn’t Health Insurance Pay for Long-Term Nursing Home Care?
I have a lot of clients who come in thinking that their monthly payments to their insurance company is going to cover long-term care if the need arises. However, even the best insurance in the world generally doesn’t pay for extended, custodial care assistance. Long Term Care Typically Requires Long Term Care Insurance While you […]