In this third of a six part series on the Medicaid Look-Back Rule and Transfer Penalties, Wes Coulson discusses transferring assets between spouses and whether, or not, they will cause a Medicaid transfer penalty. Will transferring assets between spouses cause a Medicaid Transfer Penalty? Transcript: Hi, I’m Wes Coulson and this is your Elder Law Minute. This is […]
Withdrawals from Joint Accounts: Are they subject to transfer penalties?
In this second of a six part series on the Medicaid Look-Back Rule and Transfer Penalties Series, Wes Coulson discusses withdrawals from joint accounts and whether, or not, they are subject to Medicaid transfer penalties. Withdrawals from Joint Accounts: Are they subject to transfer penalties? Transcript: Hi I’m Wes Coulson and this is your Elder Law […]
Will routine gifts cause a Medicaid Transfer Penalty?
In this first of a six part series on the Medicaid Look-Back Rule and Transfer Penalties Series, Wes Coulson discusses routine gifts and whether or not they may incur a transfer penalty when applying for Medicaid. Will routine gifts cause a Medicaid Transfer Penalty? Transcript: Hi I’m Wes Coulson and this is your Elder Law […]
Finally – Some New Year’s Resolutions you can Keep!
Estate Planning and Asset Preservation Planning The problem with most New Year’s resolutions is that they usually end up being just too darn hard to keep. Sure, I definitely want to lose some weight, but gosh, those brownies do look tempting! Sure, I want to spend less time watching sports on TV, but now there’s […]
Who Should File my Medicaid Application?
Hi, I’m Wes Coulson and this is your elder law minute One of the questions I’m asked a lot, whether you really need to have a lawyer help you with the Medicaid application, or whether you can just have a social worker or care facility representative help you with it. You might think, being a […]
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