» Medicaid Planning

Basket of Golden Eggs Representing Medicaid Compliant Annuity

How Medicaid Compliant Annuities Work

If you have needed to consider nursing home care for a family member, you are well aware of how expensive such care can be. Often, Medicaid funds are available to help pay for care, but they typically require the applicant to “spend down”…
Home For Sale Sign - Medicaid House Exemption

Ohio Medicaid Changes Rules Regarding House Exemption

Some recent changes to the Ohio Medicaid program may have escaped your notice at the time they took effect, but you should take notice if you or a loved one receives Medicaid in an Ohio nursing home or assisted living facility. The changes involve fi…
Categories: Medicaid Planning
Qualified Income Trust - Paper Titled Medicaid Eligibility

Should You Have a Qualified Income Trust?

If you are contemplating the need for long-term care, you know how expensive it can be to pay for. Medicare does not pay for long-term care, but Medicaid may be available to help with these expenses. Unfortunately, to become eligible for Medicaid ass…
Medicaid Asset Protection Trusts

The Benefits of Medicaid Asset Protection Trusts

Ideally, we’d all have the foresight and resources to plan ahead for the possibility of nursing home care in the future. The reality, of course, is that many of us don’t have long-term care insurance, and very few people have the ability…
Medicaid Qualified Annuities

Ohio Medicaid Now Approves Medicaid Qualified Annuities—Save Thousands!

For many older Ohio residents, nursing home care is necessary—and expensive. For those who are married, and whose spouses continue to live independently, this has created a huge financial problem. In order for the spouse in the nursing home to qual…
Categories: Medicaid Planning
Child Caretake Exception for Medicaid

The Child Caretaker Exception: A Little Known Rule to Protect Your House from Medicaid

If you have looked into nursing home care for a loved one, you know that the cost of care in a facility is so costly that few people can afford to pay for it out of pocket for very long. As a result, many people must “spend down” assets i…

How to Protect Assets from the Nursing Home

Thousands of Americans need nursing home care every year. Many need this focused care because they are struggling with end of life illnesses or conditions that require constant skilled supervision. Nursing home care can be vital to preserving quality…

4 Tips For Talking To An Aging Parent About Extended Medical Care

For many people, one of the most difficult conversations to have involves talking with an aging parent about extended medical care. Here are some tips for talking with a parent about future care.

Schedule a Free Consultation

Testimonials

Ted is an expert in estate planning and business planning. I first met Ted through the Ohio Forum of Estate Planners. In addition, I have known Ted for many years through our affiliation in WealthCounsel, LLC. I know that Ted is a talented leader in… Read More
– Lynn Richardson, WealthCounsel, LLC

View All Testimonials

closeClose