Medicaid Planning

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. ...

A federal appeals court has ruled that Medicaid officials must accept applicants' short-term annuities, providing more certainty for Medicaid applicants' use of this important planning tool. ...

When hiring a caregiver, it is important to put the contract in writing. If you don't it can affect your Medicaid benefits.

The federal government is eliminating its most popular reverse mortgage.

A fear that the government will seize their house after they die is causing some people to not sign up for expanded Medicaid under the Affordable Care Act.