by Doug Jones | Jan 14, 2022 | Medicaid Planning, medicaid qualification, Medicare Planning, pre-planning
As we all inch closer and closer to the benchmark of age 65 and start thinking of things like Medicare, Medicare Supplements, Medicare Advantage Plans, Medicaid and a few “medi’s” that I’m probably omitting. It’s no wonder that we are confused! Whoever was... 
by Doug Jones | Mar 3, 2020 | Medicaid Planning, medicaid qualification
If I use a Miller Trust for Medicaid, will I regret it? Table of Contents What is A Miller Trust?Who Qualifies for a Miller Trust?Can I Use a Miller Trust for More than Nursing Home Costs?Common problems regarding income deposited to a Miller TrustWhat Happens To My... 
by Doug Jones | May 23, 2018 | caring for elderly parent, estate planning, Medicaid Planning, medicaid qualification
We see many people spend their estate all the way down (close to zero) before they apply for Medicaid assistance to help pay their Nursing Home Expenses. Why do they do this? Many have been told this is just the way it is. The belief is, they must spend down to less... 
by Doug Jones | May 8, 2018 | Medicaid Planning, pre-planning
It’s Never Too Late! That’s the answer I give many of our clients when they ask whether it is too late to apply for Medicaid to help pay their parent’s Nursing Home expenses. However, I guess the one big unfortunate exception to that statement is “It’s too late when... 
by Doug Jones | Dec 4, 2017 | caring for elderly parent, crisis planning, Medicaid Planning, medicaid qualification
Spoiler Alert: Don’t Pay until it’s all gone! You have done everything possible to keep Momma home as long as possible. Now home care is no longer working. And the doctors are telling you that Mom needs a Nursing Home level of care. You have resisted this move... 
by Doug Jones | Oct 3, 2017 | caring for elderly parent, Medicaid Planning, pre-planning
You have probably worked very hard in your entire life to accumulate what you have. You may have made many shrewd business and financial decisions over the years. But now it’s time for a financial evaluation. Here Are A Few Of The Many Items To Consider...