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Top 5 Blog Posts for 2018

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 equally as important.


History of Medicaid

Starting with the Social Security Act of 1965 and going through until the Affordable Care Act in 2014, we cover key events that shaped where Medicaid is today. There have been many changes over the years and understanding when and why these laws changed will only help you when handling your client’s planning.


Revocable vs. Irrevocable Trusts

Understanding whether a trust is revocable or irrevocable is extremely important when Medicaid planning. Revocable trusts will be included as countable resources for Medicaid purposes. Any assets in an irrevocable trust will not be counted towards total countable assets for Medicaid because the owner will lose the ability to access those funds when put in the trust.


Major Changes to VA Crisis Planning

This was the year the VA finally made the official rule change to eligibility rules which became effective October 18, 2018. In this blog post, we look at key areas that changed including the net worth limit, the look back and penalty periods, purchasing an annuity and spending down your net worth.


Purchasing a Medicaid Compliant Annuity: Pre-Snapshot Date vs. Post Snapshot Date

We go through different scenarios to help you determine the best time to purchase a Medicaid Compliant Annuity; either pre- or post- snapshot date. We also discuss the importance of these dates and how to have your client save the most assets possible.


What to do When Your Client Receives a Medicaid Denial

Having your client receive a Medicaid denial can be concerning but we are here to help you understand why your client may have received the denial and how to continue to work towards eligibility. If you purchase the Medicaid Compliant Annuity through our office, we will help you through the denial process at no cost.


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