Dear Clients and Friends
PLANNING FOR THE FALL. As we savor the last days of summer and look forward
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The Big Mistakes People Make in Medicare – and How to Avoid Them
Choosing the right Medicare coverage can be tricky, and it’s easy to fall into costly traps that limit your healthcare
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Does Putting Your Home in a Trust Protect it from Medicaid?
Explore how Trusts can safeguard assets, like your home, for Medicaid eligibility, balancing wealth preservation with healthcare access. Click here
Continue Reading Does Putting Your Home in a Trust Protect it from Medicaid?3 Tests You Must Pass to Qualify for Medicaid Home Care in New York
It is complicated to qualify for Medicaid in New York. You must pass the health care test, the asset test
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Is A Pooled Income Trust The Answer To My Getting My Parents Affordable Home Care?
Today, especially with the many concerns about health safety in nursing homes, Medicaid home care for your parents becomes a
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Can you Trust a Medicaid Pooled Income Trust to Preserve Your Money and Pay Your Bills?
Medicaid pooled trusts are strictly regulated by federal and state law and are managed by trustees familiar with these regulations.
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Katya quoted in “How a Medicaid Spend Down Works”
Understand important Medicaid spend down rules to decide if its the right financial strategy for you.
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Can You Avoid a 5 Year Penalty for Uncompensated Transfers?
Medicaid imposes a transfer penalty that can last for up to 5 years for all uncompensated transfers made prior to
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What is Long Term Care Insurance and New York State Partnership for Long Term Care
Many seniors are not aware that Medicare does not pay for custodial long term care. An individual suffering from Alzheimer’s
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Accident Liens – can Medicaid recover from personal injury or malpractice award?
It may come as an unwelcome shock to many personal injury plaintiffs, but Medicaid is entitled to recover medical expenses
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Asset Protection Planning for the Home
Medicaid Eligibility:
What is homestead: A “homestead” is the primary residence occupied by the Medicaid recipient or his spouse