assets Archives | Page 2 of 11 | Estate Planning and Elder Law Attorney

Married Couples and Medicaid: Dealing with IRAs and Other Retirement Assets

In this Elder Law Minute, Wes Coulson, O’Fallon Illinois Elder Law attorney, discusses another topic from the video series Married Couples and Medicaid and discusses IRAs and other retirement assets with regard to establishing Medicaid eligibility for someone who is married. Married Couples and Medicaid: Dealing with IRAs and Other Retirement Assets Transcript: Hi, I’m […]

All of My Assets Have TOD, POD or Joint Tenancy. Do I Still Need a Will?

In this Elder Law Minute, Wes Coulson, Illinois and Missouri Elder Law attorney, discusses Transfer on Death or TOD accounts, Payable on Death or POD accounts, and Joint Tenancy accounts, and why they don’t take the place of a will, can result in a very distorted estate plan and possibly end up doing more harm than good. All […]

“We aren’t interested in inheriting anything, we just want to make sure Mom is well-cared for”

In this Elder Law Minute, Wes Coulson, Illinois and Missouri Elder Law attorney, discusses how people can set money aside to be able to assure that their loved one is going to receive the best quality of care throughout the rest of their life through Asset Preservation Planning. ? Asset Preservation Planning “We aren’t interested in inheriting […]

What if the Applicant Acquires New Assets After a Medicaid Application has Been Filed or Approved?

In this Elder Law Minute, Wes Coulson, Illinois and Missouri Elder Law attorney, discusses what happens when an applicant acquires new assets while their Medicaid application is pending or when it has been approved and Medicaid benefits have been started. ? What if the Applicant Acquires New Assets After a Medicaid Application has Been Filed or […]

Do IRAs and Other Retirement Assets Count in Determining VA and Medicaid Eligibility?

In this Elder Law Minute, Wes Coulson, Illinois and Missouri Elder Law attorney, discusses whether IRAs and other retirement assets are taken into consideration in determining whether somebody meets the asset limit for VA benefits or Medicaid eligibility. ? Do IRAs and Other Retirement Assets Count in Determining VA and Medicaid Eligibility? Transcript: Hi, I’m Wes […]