Posts Categorized: Medicaid Planning

If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty period would cause the applicant an “undue hardship.”

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children.

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. 

Most long-term care involves assisting with basic personal needs rather than providing medical care.

The Centers for Medicare and Medicaid has announced the 2016 Medicare premiums, deductibles, and coinsurances . . .

If you create a trust, you will need a separate person or institution, called a “trustee,” to manage the trust either now or in the future, depending on the type of trust.  

Although depression was initially given as the cause of actor Robin Williams’ suicide in 2014, his widow says autopsy results lay the blame on Lewy body dementia, a fairly common but hard-to-diagnose form of dementia. 

The federal budget agreement that President Obama signed into law November 2, 2015, contains changes to how spouses can claim Social Security benefits, ending two strategies previously used to maximize benefits.

The Veteran’s Administration will soon begin enforcing new regulations that make it harder to qualify for Aid and Attendance benefits.