Medicaid Planning Strategies

Whether you should prepare and file a Medicaid application by yourself or should hire help depends on answers to the following questions:...

Medicaid 101

Promissory notes can be a valuable tool in Medicaid planning, as illustrated by a recent federal district court case.

You may have heard that transferring assets, or helping someone to transfer assets, to achieve Medicaid eligibility is a crime. Is this true? ...

Medicaid 101

Do you need an attorney for even "simple" Medicaid planning? This depends on your situation, but in most cases, the prudent answer would be "yes." ...

Medicaid 101

While reverse mortgages may look like no-lose propositions on the surface, they also have some significant downsides. ...

Medicaid 101

Reverse mortgages make it possible for house-rich but cash-poor elders to use their housing equity to pay for home care while they remain in the home, or to use the money for anything else. ...

Medicaid 101

The federal government is eliminating its most popular reverse mortgage.

Federal Medicaid law states that the community spouse can keep all of his or her assets by simply refusing to support the institutionalized spouse. ...

Medicaid 101

After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient's care. There are steps you can take to protect your home.

Medicaid 101