POSTED ON - July 24, 2019
Written By Scott Engstrom, J.D.
POSTED ON - February 27, 2019
Written By Krause Financial Services
“Name on the Check Rule” The “Name on the Check Rule” is a guideline used by Medicaid to determine who owns income. If a check is made payable to one individual, that same individual will […]
POSTED ON - February 13, 2019
Written By Krause Financial Services
A MaineCare waiver that would have fundamentally changed crisis planning for married couples was rejected in its entirety by new Democratic Governor, Janet Mills. The waiver was put into motion by former Republican governor […]
POSTED ON - February 6, 2019
Written By Krause Financial Services
Many people may misinterpret the Gift Tax Exclusion and assume, incorrectly, that the amount they gift to a loved one will not have any effect on their Medicaid eligibility. As you are planning with your […]
POSTED ON - January 23, 2019
Written By Krause Financial Services
When a loved one has passed, naturally one would start thinking of and planning a funeral. However, many people do not realize the cost associated with a funeral and how, if your loved one has […]
POSTED ON - January 16, 2019
Written By Dale Krause J.D., LL.M.
First, what makes an annuity “immediate” For an annuity to be “immediate,” it must be annuitized. Once annuitized, the product no longer has cash surrender value, unlike tax-deferred annuities which always have cash value. For […]
POSTED ON - January 9, 2019
Written By Krause Financial Services
Year after year, successful Elder Law attorneys and their staff rely on Krause Financial Services Medicaid planning resources. Want to know what they already know? Here are our “Top 6 Top 6 Medicaid Planning Resources […]
POSTED ON - December 19, 2018
Written By Krause Financial Services
With 2018 nearly behind us, we created a list of our top blog posts for the year. This includes posts about the major VA change as well as other more informative blog posts that are […]
POSTED ON - December 5, 2018
Written By Krause Financial Services
An Irrevocable Funeral Expense Trust is a trust your client would fund in order to pay for their funeral down the line. Here a just a few of the reasons your client may want to […]