Medicaid Planning

In order to qualify for Medicaid, a nursing home resident's income must not be above a certain level. ...

In some states (called "income cap" states), Medicaid applicants who have excess income can qualify for Medicaid only if they put the excess in a special trust, called a "Miller" trust or a "Qualified Income Trust.

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

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.  ...

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

Here are some issues grandparents should consider before making gifts to grandchildren or other family members.

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.

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.

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