Category: Medicaid

What’s in our portfolio? Identifying different financial assets.

What is an annuity? What’s the difference between an inherited IRA, traditional IRA, and Roth IRA? Doesn’t cash mean paper money in my wallet? What is an IRA CD? Suddenly being responsible for the family’s financial affairs can be overwhelming even with a clear understanding of different types of financial assets and products. To the […]

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Medicaid and VA Myth Busters

Navigating through the eligibility requirements of Medicaid and VA can be frustrating. Let us relieve some of that frustration for you in this entertaining program where we correct much of the misinformation about these programs. Bust through these myths and let us give you some peace of mind.  (Click on screen to begin). Information and […]

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Compensating Family Caregivers through Medicaid, VA Pension, and Personal Services Agreements

Being a family caregiver can be a strain financially. Many family caregivers are faced with the decision of working a full-time job on top of caring for their loved one or forgoing a paycheck. This video reviews how a family caregiver can avoid making this choice by receiving compensation for the care they are providing […]

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Supplemental Security Income Recipients Can Ensure Receipt of Stimulus Payment by Submitting Information through Online Portal

The CARES Act will pay a one-time direct payment to most individuals whose income is under a certain income threshold. Most eligible U.S. taxpayers will automatically receive their stimulus payment including: Individuals who filed a federal income tax for 2018 or 2019 Individuals who receive Social Security retirement, disability (SSDI), or survivor benefits Individuals who […]

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Planning for Medicaid and VA Pension Benefits

Obtaining Medicaid or VA Pension Benefits to assist with the cost of long term care does not require an individual to be completely destitute. Assets can be protected and Medicaid or VA Pension Benefits secured with a legal plan. Our firm can typically put a legal plan in place to obtain benefits within 30 days. […]

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Medicaid Benefits Will Not Be Terminated During Current Public Health Emergency

In response to the COVID-19 public health emergency, the Indiana Family and Social Services Administration (FSSA) has determined that it will not terminate an individual’s Medicaid benefits during the public health emergency.  This applies to individuals who may have received a notice terminating benefits effective March 31, 2020.  For those individuals, they will receive a […]

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