2019 Guidelines Used to Protect the Spouses of Medicaid Applicants

At the end of 2018, the Centers for Medicare & Medicaid Services (CMS) released the 2019 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep, as well as related Medicaid figures. In 2019, the spouse of a Medicaid...

Special Needs: Helping Clients Devise Housing Solutions That Work

At the 2019 annual meeting of the Academy of Special Needs Planners (ASNP), special focus was placed on helping clients find housing solutions for their loved ones with special needs &/or disability. Here are the details. With traditional residential options for...

Should You Sell Your Life Insurance Policy?

Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called “life settlements,” can bring in needed cash, but are they a good idea? If your children are grown and your...