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May 2012

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Ask Dale Q & A: Does an Annuity Have to be Medicaid Compliant for VA Planning?

6/26/2009 9:17 AM

Throughout the inquiries that were made this week in the Ask Dale section, I received an interesting question from an elder law attorney in Texas regarding the use of annuities in VA planning. The Texas attorney asked whether an annuity utilized in VA planning should follow the same guidelines as an annuity utilized in Medicaid planning (i.e. irrevocable, non-assignable, zero cash value, etc.). The VA Program does not require that an immediate annuity contract be compliant with the Defici ...

Ask Dale Q & A: How Much is Too Little?

6/9/2009 4:00 PM

I received an interesting question last week last week from the Ask Dale section of the site. The attorney had inquired whether it made sense for his client with only $50,000 to purchase a Medicaid Compliant Annuity. At Krause Financial Services we handle a multitude of net worths. The smallest Medicaid Compliant Annuity investment we have ever experienced was $703.71, while at the other end of the spectrum we've had investments reaching upwards of $1.1 Million. We have a ...

Ask Dale Q & A: Half-a-Loaf Planning

5/29/2009 11:19 AM

As you may have noticed, within the new site there is an Ask Dale section. This section is provided to allow elder law attorneys and individuals a place to obtain answers on the various questions related to Medicaid Compliant Annuities, crisis Medicaid planning, or other related topics. Within the questions I received throughout this prior week from the Ask Dale section, the most popular was inquiries on the Gifting/Short-Term Medicaid Compliant Annuity planning technique, more com ...

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Disclaimer: Krause Financial Services is incorporated in the State of Wisconsin. Dale M. Krause, and Krause Financial Service, Inc., by means of this web site, is not offering legal advice. With respect to the material contained in this web site, some of the material may be affected by current and future changes in law. For those reasons, the accuracy and completeness of such information, and the opinions of its author, are not guaranteed. In addition, because of the complexity and interrelationship of various areas of law which are presented in this web site, from which there may be certain exceptions or limitations, the strategies and plans outlined in this web site may not be suited for every individual, in every state. As such, it is strongly suggested that before employing any one, or more, of the techniques, strategies, expositions of any law, the reader should secure the services of a competent elder law attorney in their respective state.