Working with Pre-Existing Annuities
Annuities are one of the most popular investment vehicles available. However, many clients will own ...
Double Gifting When Both Spouses are in a Nursing Home
If you’re familiar with the Individual Gifting/Medicaid Compliant Annuity (MCA) plan, you already ...
New Jersey Short-Term Medicaid Compliant Annuities
In the past, New Jersey has had problems funding MCAs (Medicaid Compliant Annuities) with tax-qualif...
Predeceasing a Medicaid Annuity
In a married couple Medicaid planning scenario, it is common for the community spouse (CS) to purcha...
Using the “Name on the Check Rule” in Wisconsin
The “Name on the Check” rule is a phrase used by Medicaid as a simple determinant for who has ow...
Tax-Deferred Annuities & Medicaid Planning in Texas
Have you heard about Texas’ take on tax-deferred annuities in Texas Medicaid Planning? In a recent...
Washington Medicaid Planning
We often hear Washington agents ask, “How can you use a Medicaid Compliant Annuity when planning f...
Planning for a Single Person in Washington State
We often hear Washington agents ask, “How can you use a Medicaid Compliant Annuity when planning f...