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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "Medicaid eligible"
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By Harry Margolis
In Long-Term Care Planning
Posted October 13, 2020

Life insurance can be assigned towards funeral costs for Medicaid spend down

Question: Can the ownership of a whole life insurance policy be changed to a funeral home to make someone Medicaid eligible prior to the application being submitted without penalty? Response: [...]

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2
By Harry Margolis
In Long-Term Care Planning
Posted January 12, 2018

Can You Transfer a Whole Life Insurance Policy and Still Get Medicaid?

Question: Can the ownership of a whole life insurance policy be changed to make someone Medicaid eligible prior to the application being submitted? Response: No, the cash value of the policy is a [...]

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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