Immediate Annuities: Medicaid Planning for Married Couples

Immediate annuities are used as a means for preserving assets for spouses of nursing home residents. An immediate annuity is an investment whereby an individual pays a lump sum to an insurance company in return for a guaranteed monthly payment for the balance of his or her […]

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Implementing the Affordable Care Act: PA Has New Medicaid Financing Options

The National Academy of State Health Policy (NASHP) recently published a new brief entitled “Implementing the Affordable Care Act: New Options for Medicaid Home and Community Based Services” You can read this excellent brief by clicking here. The brief reviews the Affordable Care Act (ACA) provisions that […]

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Medicaid Lookback Exception: Transfer to Blind or Disabled Child

Are you or is a loved one facing the need for long term nursing home care? Do you want to protect the assets for a disabled child or other disabled beneficiary. There is a little known exception to the usual five (5) year look back/ineligibility rules for […]

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