Paul Malcore | June 7, 2018
2018 SSI and Spousal Impoverishment Standards Update July 1 The Center for Medicaid & Chip Services (CMCS) has released the updated Supplemental Security Income (SSI) and Spousal Impoverishment Standards effective July 1, 2018. Beginning in […]
Paul Malcore | May 18, 2018
What to do When your Client Receives a Medicaid Denial Even the best plan for Medicaid eligibility can result in a denial of benefits. More often than not, the denial is the result of a […]
Krause Financial Services | April 30, 2018
Krause Financial Services President Dale Krause, J.D., LL.M., Receives Outstanding Performance Award from Nationwide Life Insurance Company Krause Financial Services President and CEO, Dale M. Krause, J.D., LL.M., was recently recognized for his outstanding performance […]
Krause Financial Services | April 2, 2018
Purchasing a Medicaid Compliant Annuity: Pre Snapshot Date vs. Post Snapshot Date When purchasing a Medicaid Compliant Annuity in a traditional spousal situation, two important figures come into play for considering the Community Spouse Resource […]
Krause Financial Services | March 15, 2018
Does the State Have to be Named Primary Beneficiary? A common question our office receives is, “Does the state Medicaid agency have to be named primary beneficiary on the annuity contract?”. In almost all situations, […]
Krause Financial Services | March 2, 2018
Annuitizing IRAs: Will My Clients Still Meet Their RMDs? In most states, IRAs are considered countable assets for Medicaid purposes. Rather than liquidate an IRA and risk facing large tax consequences, the client may be […]
Krause Financial Services | February 28, 2018
Working with Krause Financial Services Krause Financial Services provides everything you need to help accelerate eligibility for Medicaid or VA benefits through the use of Medicaid Compliant Annuities and VA Annuities. From quotes to comprehensive […]
Krause Financial Services | February 13, 2018
Generally speaking, there are two types of long-term care planning: Pre-planning and crisis planning. Most elder law attorneys incorporate both into their practices, as a client’s unique set of circumstances will determine which is most […]
Krause Financial Services | January 31, 2018
Successful VA Annuity Case: Using an Annuity Post-Eligibility Using an annuity in VA planning is a great way to quickly spend-down your client’s excess net worth and qualify them for the Aid & Attendance pension […]
Krause Financial Services | November 2, 2017
What if the Owner of a Medicaid Compliant Annuity Passes Away? In most cases, the purchase of a Medicaid Compliant Annuity requires the State Medicaid agency be named primary beneficiary up to the amount of […]