A review of Medicaid compliant annuities.

When a client enters a nursing home and realizes they have excess countable assets that disqualify them from Medicaid, time is of the...

Medicaid planning is complex, especially when clients have excess countable assets that prevent them from qualifying for benefits. For...

When a loved one requires long-term care, it can create emotional and financial stress for their spouse, known as the “community spouse.”...

As we enter 2025, the Department of Health and Human Services Centers for Medicare and Medicaid Services (CMS) has released the updated...

As we approach the New Year, it’s a natural time to reflect on your business goals for 2025. Whether you’re focused on generating more...

When helping clients navigate the complexities of Medicaid planning, elder law attorneys often encounter the challenge of repositioning...

Understanding the Medicaid penalty period is important for attorneys assisting clients with Medicaid planning. Whether you’re new to this...

The Social Security Administration has recently announced  its cost-of-living adjustment (COLA) for 2025, providing a boost to monthly...

As we move into autumn, the change in seasons often prompts reflection. It’s a reminder that life’s transitions are inevitable, and for...

September brings with it a focus on healthy aging, a perfect opportunity to discuss the importance of planning for long-term care. While...

Long-term care costs can take a huge toll on your clients’ finances. When they haven’t planned ahead, the situation can quickly become...

April marks Stress Awareness Month, shedding light on the significant challenges faced by family caregivers who shoulder immense...

April marks Stress Awareness Month, shedding light on the importance of managing stress in various aspects of life. When it comes to...

Imagine a future where hard-earned wealth seamlessly transitions to secure a family's legacy. Yet, without meticulous estate planning,...

April marks Stress Awareness Month, shedding light on the significant challenges faced by family caregivers who shoulder immense...

April marks Stress Awareness Month, shedding light on the importance of managing stress in various aspects of life. When it comes to...

Imagine a future where hard-earned wealth seamlessly transitions to secure a family's legacy. Yet, without meticulous estate planning,...

Medicaid eligibility is a critical aspect of long-term care planning, and for individuals facing a Medicaid Crisis, understanding the...

Medicaid Compliant Annuities have become integral tools in long-term care planning, offering a unique intersection of financial security...