Category: Planning

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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Advanced Medicaid Planning Series: Protection of the Home and Other Real Estate

While there are strategies to protect the home of those who are entering, or already in a nursing home, the focus of this article is on advanced Medicaid planning: for those who will not be needing nursing home care within the next 5 years. I will discuss crisis Medicaid planning techniques in a future series of articles.… Read More »