Medicaid Planning

In addition to helping your family after your death, a prepaid funeral contract can be a good way to spend down assets in order to qualify for Medicaid.

A new report finds that states have made incremental improvements in providing long-term care, but need to achieve more gains in order to meet the needs of the growing number of people who require long-term care services.  ...

Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid.

A life estate often comes up in discussions of estate and Medicaid planning. It is a form of joint ownership that allows one person to remain in a house until his or her death, when it passes to the other...

In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of these services may be cheaper than hiring a lawyer, the overall costs may be far greater.

Planning for retirement and deciding whether to buy long-term care insurance would be a lot easier if you knew your odds of needing long-term care, as well as at what age and for how long.

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. ...

The U.S. Supreme Court's recent ruling on marriage equality means that gay couples living in states that previously did not recognize their marriage will now be covered by Medicaid’s spousal impoverishment protections and asset transfer rules.  ...

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