» Medicaid Planning

Can You Protect Your House From Medicaid by Giving it to Your Kids?

The cost of care in a nursing home or other long-term care facility is high and continues to rise. If you ever need nursing home care, the Medicaid program will help you pay for it—after you “spend down” your assets to the point where y… Read More
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Categories: Medicaid Planning

How Does the Medicaid Look-Back Period Work?

Very few people have the assets to pay out-of-pocket for an extended stay in a nursing home or other long-term care facility, and most people also lack long-term care insurance that would cover those costs. As a result, if you ever need to stay in a… Read More
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Categories: Medicaid Planning

Social Security Administration Website – New Helpful Features

What do you think of when you think of dealing with the Social Security Administration? If the image that pops into your head is a pick-a-number dispenser and a crowded waiting room with cobwebs stretching between the dispirited “clients” as they… Read More
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Payments to Caregivers Can Cause Medicaid Ineligibility

A recent Michigan Court of Appeals opinion upheld a decision by the Department of Human Services (DHS)​ imposing Medicaid ineligibility for applicants who pay for personal care services to anyone, including payments to in-home care agencies.… Read More
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Categories: Medicaid Planning

Joint Ownership of Assets Owner Beware!

Joint ownership arises where two or more people own an undivided interest in an asset or property. When one of the owners dies, the entire ownership passes automatically to the surviving joint owner without going through probate. Because the use of j… Read More
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Even Annual Exclusion Gifts Are Counted by Medicaid

Many people believe that if they give away an amount equal to the annual gift tax exclusion – currently $14,000 to any one individual – this gift will be exempted from Medicaid’s five-year look-back at transfers that could trigger a waiting per… Read More
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How Parents Can Provide for a Caregiver Child

Taking care of a parent can be a full-time job. Children may have to give up paying jobs in order to provide care to aging parents. Unfortunately, caregiving is usually unpaid work. Parents who want to compensate a child who takes on the burden of ca… Read More
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Supreme Court Upholds Case Striking Down Pooled Trust Age Limit

The U.S. Supreme Court has refused to hear a case involving Pennsylvania’s pooled trust age limit. The case was an appeal by the state challenging a decision by the U.S. Court of Appeals for the Third Circuit that pooled trusts established by peopl… Read More
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Michigan Implements Estate Recovery Program

Michigan recently began its long anticipated “Estate Recovery” program.  The program enables the state to seek recovery of the cost of the medical care expenses paid to a person older than 55 years of age, via the state’s Medicaid assistance p… Read More
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Medicare Open Enrollment Period Ends 12/31/09

It is that time of year again — time to reassess whether your Medicare plan is working for you. Medicare’s open enrollment period began November 15 and continues until midnight December 31. During this period, you may enroll in a Medicare Part D… Read More
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