3/9/15 Dear Friends: It is our privilege to assist many Veterans and their widowed spouses with planning that enables them to get help from the VA toward paying for long-term care costs. But now the VA is proposing rules that will make it very difficult for many of those people to qualify and will cause […]
Will transferring assets between spouses cause a Medicaid Transfer Penalty?
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 […]
Don’t Be Fooled by Average Life Expectancies
Hi I’m Wes Coulson and this is your elder law minute. When people are deciding whether to engage in planning to protect their life savings from long term care costs, it’s easy to get fooled by average life expectancies. People will see that the average life expectancy is 79, and if they’re 82, they’ll think […]
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