by SELadmin | Mar 1, 2023 | Medicaid Planning, Qualify for Medicaid in PA, Trusts
If you are retired and want to minimize financial risk, ensure financial security, and preserve your wealth, you may want to consider an asset protection trust. An asset protection trust is a great way to keep your assets safe from unnecessary nursing home spend-down,...
by SELadmin | Dec 20, 2022 | Medicaid Planning, Qualify for Medicaid in PA, Trusts
This blog post is the fourteenth and final chapter of a series entitled “How to Qualify for Medicaid in Pennsylvania.” This blog post focuses specifically on Medicaid Planning. Qualifying for Medicaid can be confusing and complicated, but this guide helps explain it...
by SELadmin | Dec 20, 2022 | Medicaid Planning, Qualify for Medicaid in PA, Trusts
This blog post is the thirteenth chapter of a series entitled “How to Qualify for Medicaid in Pennsylvania.” This post focuses specifically on Pennsylvania’s estate recovery program. Qualifying for Medicaid can be confusing and complicated, but this guide helps...
by SELadmin | Aug 10, 2022 | Trusts
3 Tips to Beat Income Tax on Retirement AccountsWhen doing estate planning, can you get more out of your retirement accounts for your heirs?These days clients commonly have large portions of their estates in retirement accounts. Many have contributed to their accounts...
by Andrew Sykes | Feb 25, 2019 | Trusts
When designing a trust to protect assets against nursing home spend-down, lawsuits, scam artists, undue influence from family or acquaintances, or other hazards, we use certain features over and over again. These features make the trust more user-friendly, allowing...
by Andrew Sykes | Apr 10, 2017 | Medicaid Planning, Trusts
For many middle class seniors, the house is one of their major assets – sometimes the most valuable asset. I’m often asked, “How do I save my house from being lost to nursing home costs?” The answer in many situations is through the use of an asset protection trust...