July 9, 2015 |
Fast Facts on Medicaid Recovery and the Affordable Healthcare Act
As a result of a federal law that became active in 1993, states were required to recover long-term care expenses for those aged 55 and ...
Learn MoreFast Facts on Medicaid Recovery and the Affordable Healthcare Act
As a result of a federal law that became active in 1993, states were required to recover long-term care expenses for those aged 55 and over after an individual passed away. Each state also had the option to go after all health expenses, too. There were exemptions made for estates that included a surviving spouse, a child under the age of 21, or a household with a blind/disabled child of any age.
These Medicaid Estate Recovery Programs vary from state to state in terms of their specific requirements and the vigor with which collection is pursued- this is why it’s important to consult with a specialist if you have more questions. 
Schedule a meeting with a member of our advisory team
Blog
July 7, 2015 |
Business Valuation for the Purposes of Exit Planning: It’s a Priority Task
One of the most important aspects of valuing a business is in the timing- you must have the will to do it now and carry ...
Learn MoreJuly 7, 2015 |
Asset Protection Tips: Legitimate Captives
The IRS recognizes the legitimate business concern of creating a small and closely-held insurance company in order to cover some of the risk associated with ...
Learn MoreJuly 6, 2015 |
The Dangers of Social Isolation for Elders
As children grow older and leave the home, as retirement takes away much of the interaction with work contacts, and as the possible loss of ...
Learn MoreJuly 3, 2015 |
Asset Protection Tips: How to Handle Cutting Off Alimony if Your Spouse Has Moved On
If you were party to an alimony arrangement where the other spouse has received benefits, it’s not uncommon for circumstances to change over time. Alimony ...
Learn MoreJuly 2, 2015 |
Business Succession Advice: What to Know About the Unsolicited Offer
If someone comes to you seemingly out of the blue to make an offer on your business, tread carefully. Although this can seem exciting, you ...
Learn MoreJuly 1, 2015 |
Estate Planning: Wills for Heroes
Putting together wills and powers of attorney are cornerstones of estate planning. In the aftermath of 9/11, an attorney in South Carolina approached first responders ...
Learn MoreJune 30, 2015 |
Fast Facts on Holding Companies: Part 2
If you tuned into yesterday’s post, you saw the basic information about how holding companies work and the general situations where they make sense for ...
Learn MoreJune 29, 2015 |
Fast Facts on Holding Companies: Part 1
If you’ve been wondering about whether a holding company could benefit you, read on through this first part of a two-part post. A holding company ...
Learn MoreJune 26, 2015 |
5 Common Estate Traps To Be Aware Of
Leaving behind a legacy after you pass away requires perceiving and planning to avoid several common pitfalls. Make sure you’ve completed the estate planning process ...
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