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Do you have a family member who may require some form of long term
care; i.e., nursing home, assisted living, homecare or adult
daycare?
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Is
the person who may require care a spouse or a parent?
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Is
this person receiving long-term care insurance?
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Are
you concerned about the financial security of the well spouse?
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Has
the person requiring the long-term care or that person's spouse
transferred assets during the past three years?
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Are
you familiar with the Medicaid transfer penalties?
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Are
you familiar with the legitimate Medicaid spend down techniques?
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Are
you familiar with your state pharmaceutical programs?
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Are
you concerned about leaving a legacy to children?
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Are
you interested in protecting the family home?
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Are
you familiar with the tax implications of Medicaid Planning and
transfer of assets?
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Are
you familiar with the Medicaid Estate Recovery Program that places
liens against family homes unless there is proper planning?
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Have
your Wills, Living Wills, Powers of Attorney, and beneficiary
designations on IRA's Life Insurance, and Annuities been reviewed to
avoid nursing home claims?
