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 ...
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...
TDAs and Texas Medicaid Planning
A recent change in the Texas Medicaid Agency’s interpretation of the word “annuity” means grea...
Is Hughes v. McCarthy the New Trend?
Arkansas is the second state* to jump on board with the Hughes v. McCarthy U.S. 6th Circuit Cou...
Zahner Follow-Up: Medicaid Annuities in Practice
Business as Usual for Short-Term Annuities The Zahner Opinion was filed nearly a month ago, and whi...