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Michigan Update: Change to Treatment of SBO Trusts Now Official

POSTED ON - December 2, 2020

Written By Amy Beacham

  If you’ve been following along with the Krause blog, you may already be aware that Michigan is a unique state in terms of how they treat transfers of assets for the sole benefit of […]
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Managing the Assets of a Special Needs Trust

POSTED ON - March 25, 2008

Written By Krause Financial Services

  The biggest concern facing families who have a child with special needs is how to preserve government benefits for that child, such as Social Security and Medicaid.  This concern can be easily satisfied through […]

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The Top 10 Reasons to Fund Your Funeral In Advance

POSTED ON - March 21, 2008

Written By Krause Financial Services

Why plan ahead for funeral funding? Here are the top 10 reasons:   1. An Exempt Asset The plan may be considered an excluded asset in order to qualify for Medicaid and Supplemental Security Income […]

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Blending VA into Medicaid

POSTED ON - March 14, 2008

Written By Dale Krause, J.D., LL.M.

  Note:  This blog was written prior to the publication of the Net Worth, Asset Transfers, and Income Exclusions for Needs-Based Benefits rule by the Veterans Affairs Department effective October 18, 2018.  As such, any […]

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