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Navigating Probate: What to Expect—and How We Can Help Losing someone you love is incredibly difficult. On top of the emotional toll, many families are also faced with managing legal and financial matters—often including the probate process. If you’ve been named as an executor or personal representative, or if you’re simply unsure about what comes […]
How can you Make Transfers and Still Qualify under current Medicaid Rules? Most families are aware that making gifts and other uncompensated transfers for less than fair market value can affect Medicaid eligibility, and can even cause a penalty period of ineligibility. And this is certainly TRUE! And in many cases, the effects can be […]
Can You Transfer your Medicaid Status to Another State? There are times when a Medicaid Long Term Care recipient should move from one nursing home to a nursing home in another state, perhaps to be closer to family, or perhaps for other reasons. While the technical answer is NO, the broader answer is that maintaining […]
Understanding the Probate Process: What You Need to Know Chances are, at some point in your life, you’ll be connected to a probate court proceeding—whether directly or through a family member or friend. In fact, many people are more likely to be involved in a probate case than a criminal one. And while courtroom dramas […]
What is the Community Spouse Resource Allowance? The Community Spouse Resource Allowance, or CSRA, is portion of assets granted to the Community Spouse when the Institutionalized Spouse/Medicaid applicant enters a period of institutionalization in a nursing home. The CSRA is a vitally important allowance under the Spousal Impoverishment rules established by the federal government, used […]
Promissory Notes and Medicaid Can promissory notes be employed to create asset protection and early Medicaid eligibility? Yes. A strategy for protecting assets and qualifying for Medicaid that has gained attention in recent years is the use of promissory notes as part of a family’s spend down. This article will provide an explanation of promissory […]