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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.

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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