How to Use the “Name on the Check Rule” MCA Strategy to Protect the Institutionalized Spouse’s IRA

How to Use the “Name on the Check Rule” MCA Strategy to Protect the Institutionalized Spouse’s IRA

Medicaid Compliant Annuity Strategies for Single Clients

Medicaid Compliant Annuity Strategies for Married Clients

How to Spend Down Assets for Medicaid

The United States Supreme Court Calls for the Views of the Solicitor General in Dermody Case

Carrier Spotlight: ELCO Mutual

Transferring a Tax-Deferred Annuity to a Medicaid Compliant Annuity Using an IRC Section 1035 Exchange

Evaluating Annuities for Medicaid Eligibility

Mastering the Beneficiary Requirements of the Medicaid Compliant Annuity

Deferred Annuities in Crisis Medicaid Planning