Category: Medicaid Planning

Special Needs Estate Planning: Basic Strategies and Tactics

Families with children with disabilities need to take extra precautions in their estate planning.  This is true regardless of whether the child with special needs is a minor or is now an adult – especially if they will one day need to collect any public benefits like Medicaid or SSI.  The details will depend greatly upon the child’s competency and age, but it is never too soon to start consider...

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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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