Medicaid Secrets
 
 
 

eBooks

These are electronic versions of book chapters, modified for stand-alone use, and immediately downloadable for viewing on your computer or iPad. You can also print out a copy to read, if you prefer. (Note that you will not be mailed a copy of the book.)

 
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Protecting Your Home
  • General Rule for Home Exemption
  • Planning Ideas to Protect the Home
  • Special Types of Deeds
  • Use of Trusts and Life Estates
  • Joint Ownership Options
Avoiding Estate Recovery
  • What can the state take from your estate after death?
  • What can the spouse at home protect?
  • How can you completely avoid estate recovery?
  • What type of deed prevents the state from taking your house?
  • Why must the at-home spouse make a new will to minimize estate recovery?

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How to Make Gifts and Avoid Medicaid Penalties
  • What happens when you make a gift and then apply for Medicaid?
  • How do you calculate the gift penalty periods?
  • What is the "Lookback Period" for Medicaid eligibility?
  • What is the "Lookback Period" for Medicaid eligibility?
  • How can you transfer your house to a child with no penalty?
  • How can you use an annuity to cut your gift penalties in half?
  • How can you use a Promissory Note to avoid the gift rules?
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What are the Medicaid income and asset limits?
  • How much income is permitted a person trying to qualify for nursing home Medicaid?
  • What are the asset limitations for single/married?
  • How can a certain type of trust lower countable income to zero?
  • What types of assets are excluded under the rules?
  • How can a married couple vastly increase the amount of exempt assets for the at-home spouse?
  • When can going to court make sense?
  • How can you hugely increase the typical exemptions for auto, home, and funeral/burial?
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How can a special type of annuity protect your assets when applying for Medicaid ?
  • How are "Medicaid annuities" different from regular investment-type annuities?
  • How much money can you put into a Medicaid annuity?
  • If you are married, what special precautions must you be aware of when using Medicaid annuities?
  • If you are single, how can a Medicaid annuity save your family thousands of dollars in nursing home costs?
  • How can these annuities be used together with a large gift to family members, to reduce your penalty period?

NOTE: For a full understanding of how best to use Medicaid annuities, it is strongly recommended to purchase the Gifts: Avoiding the Penalties eBook above, along with this eBook!

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How can trusts be used to protect your assets when applying for Medicaid?
  • Why are standard "Living Trusts" terrible for Medicaid?
  • How does an irrevocable trust actually work?
  • What special terms must be included in all irrevocable trusts for Medicaid planning?
  • When is it advisable to use two irrevocable trusts?
  • How can a "Special Needs Trust" make your money immediately "disappear" for Medicaid purposes?
  • Why must a trust for a spouse be in a will in order to keep the trust assets exempt from Medicaid?

Learn all about how to use trusts for Medicaid planning.

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How can you qualify for the very generous Veterans Pension of the U.S. Government?
  • Who is eligible for the Pension program?
  • What are the asset and income limitations?
  • How can you deduct your assisted living expenses as medical expenses and thus qualify?
  • What is "Aid & Attendance" and how can you qualify for the extra payments?
  • What is a "medical rating" and why do you almost always need to get one in order to qualify for Pension?

Fewer than 5% of those eligible for this benefit are actually receiving it. Make sure that YOU get all the benefits to which you are entitled by the U.S. government! This eBook will help you do just that.

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