10 Warning Signs of Alzheimer’s Disease

10 Warning Signs of Alzheimer’s Disease. A very important video I thought I would share.

Alzheimer’s and Annuities

We’ve talked before about annuities, but I wanted to let you know that I’m seeing more and more change out there on how annuities are treated. 
An annuity is usually a financial product someone purchases where they trade a lump sum of money in exchange for a monthly stream of income plus a little interest. And, [...]

Seemingly “Innocent” Transfers and Medicaid

Did you know that even seemingly innocent things like adding a son or daughter as a joint owner on an account can be viewed by Medicaid as a transfer of assets? We talked last time how transfers of assets for less than fair market value can create long periods of ineligibility. Well when most people [...]

Medicaid Transfer of Asset Rules

I see it everyday in my practice.  A family member comes to see me because their money is quickly running out and they must put their loved one in a nursing home. They want to know how they can qualify for Medicaid to try and preserve at least some of their loved ones’ hard earned [...]