Category: Asset Protection

When the music died…

Obviously, this is a reference to Don McClean’s famous song “American Pie” of several famous musicians’ deaths from a plane crash in 1959.

Arguably, in the past 2 years, we have lost the most music icons in modern history.  George Michael, David Bowie, Glenn Frey, Prince, Merle Haggard, Leonard Cohen, and Glen Campbell were hugely popular and influential performers who have recently passed away.… Read More »

Advanced Medicaid Planning Series: Asset Protection (Single or Widowed Case)

To begin my series on advanced Medicaid planning strategies, I would like to address a question that I am often asked: How can I protect my assets if I’m not likely to enter a nursing home within the next 5 years?

* The following is a discussion on the protection of non‐real estate assets. To learn about advanced Medicaid planning strategies to protect your home and other real estate, please view my blog titled, “Medicaid Advanced Planning Series: Protection of the Home and Other Real Estate”.

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