Medicaid Asset Protection

Medicaid Planning 101: How to Protect Your Assets

2026-04-21T16:22:08-04:00

Medicaid planning is an important step for anyone concerned about the high cost of long-term care. Without a plan, families often spend down their savings unnecessarily in order to qualify for benefits. Medicaid compliant strategies to protect assets and starting early can make a big difference. Timing is critical because waiting too long can limit [...]

Medicaid Planning 101: How to Protect Your Assets2026-04-21T16:22:08-04:00

Facing Excess Income When Applying for Medicaid? A Pooled Trust May Be the Solution

2025-07-03T10:20:26-04:00

One common challenge Medicaid applicants face is having income that exceeds the program’s limit. To address this, two common planning tools are a Qualified Income Trust (QIT) and a Pooled Trust. A QIT is limited in scope—it can only shelter excess monthly income and is restricted to paying for specific expenses like medical or facility-related [...]

Facing Excess Income When Applying for Medicaid? A Pooled Trust May Be the Solution2025-07-03T10:20:26-04:00
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