Month: July 2020

Medicaid Planning Mistakes

Medicaid Planning Mistakes: What Not to Do

Medicaid rules are designed to protect and shield the assets of the elderly. Those who plan well in advance have more options available to them than those who delay decision-making. Here are a few of the most common Medicaid planning mistakes and what to do instead:

Not Using A Lawyer

While it is possible to make Medicaid plans without...

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Protecting Assets from Medicaid: How Funding a Trust Can Help

We all want what is best for our families. Ideally, we would like to help loved ones on both ends of the continuum of life: the younger generation with expenses related to college, home buying, and starting their families; and the elder generation with expenses related to retirement, nursing home costs or assisted living situations and long-term medical care, if necessary. You have likely worke...

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