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Spousal Refusal is a Medicaid Planning tool that Elder Law Attorneys use for their married clients. Essentially, the Medicaid spouse transfers all of the his/her assets […]

A Revocable Living Trust is often used to complement a Will. Rather than only having a Will, the Revocable Trust generally avoids the expensive and costly […]

Recently a potential client became a client due to a Medicaid Application non lawyer company. These companies are not attorneys, and can not provide legal advice; […]

I recently presented to a group of caregivers at the Annual Alzheimer Association Conference at FIU in Miami. I learned a couple of things. Chief among […]

An approximately$30 trillion transfer of wealthis currently under way in the U.S. as aging baby boomers pass their assets to successive generations. This transfer, together with […]

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 […]

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 […]

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, […]