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Medicaid Eligibility: What is the Community Spouse Resource Allowance?
Your name Your email Subject Your message (optional) Mom and Dad still live in their home. They’re advancing in age, to put it lightly, but luckily they’ve been otherwise healthy … until recently. Your mother’s health has taken a turn for the worse in the last year, and it’s clear the care required will soon […]

Are There Exceptions to the Medicaid 5-Year Lookback Period?
Your name Your email Subject Your message (optional) We’ve been talking a lot recently about Medicaid-eligibility rules. They can be confusing, we know. One of the most critical pieces to understand, for anyone approaching Long-Term Care Medicaid, is its 5-year lookback period examining financial eligibility. They look at everything, and it certainly can seem overwhelming. […]

6 Medicaid 5-Year Lookback Facts You CAN’T Ignore
Your name Your email Subject Your message (optional) You can’t understand Medicaid eligibility in its entirety without knowing ALL of its moving parts. Oh, and there are more than a few variables — from financial calculations and tiers of eligibility to applicant categories and levels of coverage — which can greatly confuse the planning process. […]

How to Navigate Confusing Medicaid Eligibility Rules
Your name Your email Subject Your message (optional) Step 1. Hire a professional. I can’t stress this enough. If you’re building an estate plan, life care plan or any other plan for yourself or a loved one, Medicaid planning and asset protection should always be an important part of the discussion. Sure, there are some […]

Hospice Care: When is the Time Right?
Your name Your email Subject Your message (optional) It’s close to the end. You know it. Your family knows it. The doctor and medical staff know it. (“Close to the end” is a strange combination of perspective and reality. And “knowing it” is an exercise in faith and reality.) When is the time right for […]

Income and Asset Limits for Medicaid and VA Planning in Florida
Your name Your email Subject Your message (optional) We earlier discussed the astronomical costs of long-term health care and how Medicaid and VA planning can protect assets. For most individuals and families, it’s a vital part of the life-care planning process as we and/or our loved ones age. If you’re reading this, you, a partner/spouse […]