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Nov
10
Medicaid Annuities: “Friendly” versus “Compliant” Do you Know the Difference?
Somehow over the years the terms Medicaid Friendly Annuity and Medicaid Compliant Annuity have entered the planning lexicon. Most advisors without much background in this work use them interchangeably – but they really have different meanings. If you are not aware of the difference or why you should never use the term Medicaid Friendly Annuity, I encourage you […]
Sep
20
Living Trusts can Cause the Home to be a Countable Asset for Medicaid Planning
Most people do not know how the revocable living trust interplays with Medicaid rules for long-term care medical assistance eligibility. The living trust can cause major problems. Every advisor who recommends a trust or does estate planning should understand how the living trust affects the Medicaid spenddown. We all love the Revocable Living Trust (RLT), […]
Jul
14
DOMA Repeal Expands Medicaid Planning Options and Disparities
The good news for same-sex couples is that the rulings handed down on June 26, 2013 by the Supreme Court of the United States (SCOTUS) will expand the definition of spouse for Medicaid purposes to include a same-sex spouse. The opinion resulted in repeal of the Defense of Marriage Act (known as “DOMA”) as it […]