Month: July 2020

Top Five Principles to Know When Managing a Medicaid Recipient’s Countable Assets

Did I just screw up my loved ones Medicaid eligibility?  It may not be as bad as you think.  Once an individual is approved for Medicaid, he or she will only be able to have $2,000 or less in countable assets in his or her name at the beginning of each month.  (A Medicaid recipient […]

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WEBINAR-Leaving a Legacy, Beyond the Inheritance

WEBINAR-Leaving a Living Legacy, Beyond the Inheritance.  To most people, the term “legacy” evokes thoughts of money and property. While these assets can be a component of your legacy, they are typically much less important than the intangible legacies we leave. Unlike money and property, intangible legacies – your belief system, milestones, stories, and skills- […]

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