POWERFUL CASE STUDIES

The complimentary Medicaid and VA Case Studies found on this page are an example of how Krause Financial Services strives to provide superior customer service to clients and individuals just getting into the field of crisis Medicaid Planning.

CRISIS MEDICAID PLANNING CASE STUDIES

COMMUNITY SPOUSE
Goal:
Obtain immediate Medicaid eligibility for Ken, provide sufficient income for Judith, and preserve the couple's assets.
STANDALONE PLAN
Goal:
Obtain immediate Medicaid eligibility for Richard with the intention of making a wealth transfer to his loved ones.
GIFT/MCA PLAN
Goal:
Obtain Medicaid eligibility for Mary as quickly as possible while also creating a wealth transfer to her loved ones.
"NAME ON THE CHECK" RULE
Goal:
Obtain immediate Medicaid eligibility for John, provide sufficient income for Helen, and avoid large tax consequences.

VA BENEFIT CASE STUDIES

BALLOON-STYLE VA ANNUITY
Goal:
Obtain financial assistance for Mark to supplement his care costs through the VA Aid & Attendance Program.
LEVEL-PAY VA ANNUITY
Goal:
Obtain financial assistance for George to supplement his care costs through the VA Aid & Attendance Program.