Medicaid Compliant Annuity Strategies for Single Clients
Medicaid Compliant Annuity Strategies for Married Clients
How to Spend Down Assets for Medicaid
Transferring a Tax-Deferred Annuity to a Medicaid Compliant Annuity Using an IRC Section 1035 Exchange
Evaluating Annuities for Medicaid Eligibility
Navigating Ethical Concerns When Estate Planning for the Elderly
How to Use a Qualified Income Trust to Secure Medicaid Eligibility
Mastering the Beneficiary Requirements of the Medicaid Compliant Annuity
Deferred Annuities in Crisis Medicaid Planning
The Unpaid Caregiver: Blessing or Burden?
As the number of Americans over the age of 65 is expected to nearly double from 52 million in 2018 to 95 million in 2060,1 family caregivers continue to be a vital piece of the long-term care system in the U.S. In their 2020 survey, AARP found that there are nearly 42 million people … Continued