Living Trusts can Cause the Home to be a Countable Asset for Medicaid Planning

Most people do not know how the revocable living trust interplays with Medicaid rules for long-term care medical assistance eligibility.  The living trust can cause major problems.  Every advisor who recommends a trust or does estate planning should understand how the living trust affects the Medicaid spenddown.  We all love the Revocable Living Trust (RLT), […]

DOMA Repeal Expands Medicaid Planning Options and Disparities

The good news for same-sex couples is that the rulings handed down on June 26, 2013 by the Supreme Court of the United States (SCOTUS) will expand the definition of spouse for Medicaid purposes to include a same-sex spouse. The opinion resulted in repeal of the Defense of Marriage Act (known as “DOMA”) as it […]

Don’t Lose it All to the Nursing Home

Most people just spend their money on the nursing home until their broke.  It doesn’t have to be that way. With a solid Medicaid Protection Plan, our team of highly-skilled Medicaid Planners can help you find legal ways to keep more of your assets.  Medicaid can also pay for home care and in some states […]