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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 spend down"
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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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 Does a Life Insurance Policy Owned by Someone Else Have to be Spent Down for Medicaid?
0
By Harry Margolis
In Long-Term Care Planning
Posted July 14, 2020

Does a Life Insurance Policy Owned by Someone Else Have to be Spent Down for Medicaid?

Question: If a child is the owner of a life insurance policy, and the parent is the insured, is the policy excluded from a Medicaid spend down? There was no transfer of ownership; the child was [...]

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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