MEDICAID PLANNING

from Barry H. Zimmer

Join us at this FREE workshop for a discussion about:
Qualifying for Medicaid – how you can protect your home and retirement nest egg from nursing home costs.
The 5-year Look Back – how it works and why planning early is vital to protect your assets.
Preserving Your Medicaid Eligibility – activities to avoid so you don’t disqualify yourself from Medicaid benefits.
Incapacity – how to avoid a publicly humiliating and expensive guardianship proceeding if you become legally incapacitated.
Immediate Need v. Medicaid Pre-Planning – the differences in these two types of planning.
Maximize Assets – how to safeguard your assets to maintain your lifestyle and for the next generation.
Attendees may request a report about why transfer-on-death or joint asset ownership are not good substitutes for an estate plan. (from )

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