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Estate Planning Blog

Category Topic: Medicaid Planning

Are you concerned about rising healthcare costs and the impact they could have on your financial wellbeing? Medicaid planning can be the solution you're looking for.

Our team of experts can guide you through the complex process of Medicaid planning, helping you to protect your assets while still qualifying for the assistance that you need. We can help you to understand the rules and regulations surrounding Medicaid eligibility, as well as the many different planning strategies that are available.

From irrevocable trusts and asset transfers to annuities and spend-down planning, we offer a full range of services designed to help you get the most out of your Medicaid benefits. We'll work with you to develop a customized plan that takes into account your unique situation and goals.

Don't let healthcare costs erode your savings and financial security. Contact us today to learn more about how Medicaid planning can help you to protect your assets and secure your future.

April 24, 2024
Asset Protection Strategies for Medicaid Eligibility

Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.

April 9, 2024
Aging Baby Boomers Highlight Significance of Elder Law in Estate Planning

The fact that many baby boomers lack the robust pension and Social Security benefits enjoyed by their predecessors underscores the importance of working with an elder law attorney to plan for financing long-term care and guarding existing assets as they age.

February 28, 2024
What's the Difference between Medicaid Planning and Estate Planning?

Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs are met in their later years. While each serves distinct purposes, they are often interconnected, requiring careful coordination to achieve your overall planning objectives. Learn more about how you can protect your assets, ensure access to necessary care and leave a legacy for your loved ones.

January 3, 2024
Navigating the Financial Journey to a 100-Year Life

In an era where living to 100 is becoming increasingly likely, financial planning for retirement takes on a new level of complexity. The Yahoo Finance article, “Retirement Planning: Here’s How Much You’ll Need To Save If You Live to 100”, offers a comprehensive look at this challenge, highlighting the need for a radical shift in our approach to life and financial planning. Understanding the Longevity Revolution The “longevity revolution” concept discussed by Laura L. Carstensen, director of the Center for Longevity, suggests a significant societal shift. This revolution impacts various aspects of life, including health care, personal finance and retirement…

December 6, 2023
Medicaid Care Planning with an Elder Law Attorney

Learn how an elder care attorney can help you create a strategy to provide asset protection and access to long-term care with Medicaid planning.

November 28, 2023
Selling the Family Home When Moving into New Living Situation

Selling a home when a loved one decides to move into an assisted living facility can present some emotional aspects that will not necessarily be present when selling one’s own home.

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