March 1, 2022

Joint Accounts

Joint bank accounts are usually done as a means of DIY Estate Planning. The adult child places themselves on the parents account as a technique to […]
March 1, 2022

Personal Injury and Medicaid/SSI

Personal Injury settlements could be a little difficult. The difficulty is that while the IRS does not recognize the settlement for tax purposes as income, Medicaid does […]
February 14, 2018

Rental Property and Medicaid

Rental Property is a common issue with Medicaid Planning. Some applicants may have a rental property. Medicaid does not treat the property itself as an asset, […]