December 2, 2013

When a spouse enters a skilled nursing home—and may need Medicaid in the future—there are several well-known exempt assets. These include the couple's home, one automobile, burial reserves, and also any retirement accounts (including 401ks and IRAs) of the spouse not e...

October 24, 2013

One of the biggest mistakes many couples make is assuming that once a spouse is qualified for Medicaid, their planning is complete. This attitude results in many missed opportunities.


Because couples can protect significant assets when one spouse enters a nursing home,...

October 15, 2013

Every day, millions of adult children finish the work day and go to their second job, taking care of a parent at home. These children ensure their parent has a good meal, is comfortable, and is safe. The vast majority of these child caregivers are not paid, and they do...

October 10, 2013

For many families, real estate is the most important asset to pass on to children. Whether it is for sentimental value, present economic value, or the future potential for mineral rights resources, families often desire to preserve real estate for future generations. W...

October 1, 2013

Under certain circumstances, annuities can be a great planning tool for financial advisers (and even estate planners, in some cases). However, for Medicaid applicants, they cause significant hurdles to resource eligibility, because they can be treated as available reso...

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