Krause Financial Services

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Medicaid Compliant Annuity Planning for a married couple.

Single Person Case **DO NOT EDIT**

Medicaid Compliant Annuity Planning for an individual.

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August 2010

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Planning Tools

The complimentary planning tools found on this page are an example of just another way Krause Financial Services strives to provide excellent service to our clients. Here you will be able to find various useful pieces of information that will assist you within your elder law practice. If you need more specific information, please feel free to check out the Attorney Resources section or contact a staff member of Krause Financial Services.

Planning Tools PDF

Single Person Medicaid Compliant Annuity Planning Questionnaire	Married Couple Medicaid Compliant Annuity Planning Questionnaire
Long-Term Care Insurance Questionnaire	Veterans Aid & Attendance Questionnaire
Average Funeral Costs	Trust Options offered by Krause Financial Services
Veterans Aid & Attendance Planning in Assisted Living Newsletter	Veterans Benefits Rates 2009 Flyer
Simplified Medicaid Compliant Annuity Quote Request Form	Recommended Readings from Dale Krause
Product Reference Guide	The Elusive J.G. Wentworth Refusal Letter
Third Party Insurance Agent Guidelines

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.