medicaid planning Archives

Why You Should Use a Lawyer for Medicaid Planning

October 5, 2020
Thomas Wall
Asset Protection, Long Term Care Planning

Many seniors and their families don't use a lawyer to plan for long-term care or Medicaid, often because they're afraid of the cost. But an attorney can help you save money in the long run as well as make sure…

June 15, 2013
Thomas Wall
Long Term Care Planning

Yes, a tax-deferred annuity can easily be converted into a Medicaid Compliant Annuity. If the current carrier does not provide a Medicaid Compliant Annuity, the tax-deferred annuity can be "transferred" to the desired carrier by way of a 1035 exchange.…