by Arthur Geffen | Mar 11, 2013 | Medicaid, MERP-Estate Recovery Programs
Most people think they’re exempt from the estate tax (often called the “death tax”) because they don’t have $2 million. A lot of people with low incomes do have some assets, however, and if they have used any Medicaid benefits, their heirs may be in for a...
by Arthur Geffen | Dec 9, 2010 | Medicaid
In the fires of the fall election campaign, no single topic blazed hotter than health care, as Republicans stoked voter fury with talk of “death panels” and “Obamacare.” Now, Texas Republicans are backing away from rhetoric about dumping...
by Arthur Geffen | Sep 27, 2010 | Medicaid
I have had a few clients who have been sold “Medicaid Friendly” Annuities. In at least one case, the annuity salesman sold the client a “Medicaid Friendly” annuity in the local senior center. I don’t know who the salesman was, or the details of his sales pitch,...
by Arthur Geffen | Sep 22, 2010 | Medicaid
The vital importance and the staggering cost of Medicaid have become painfully clear over the last two years. Millions of out-of-work Americans have turned to Medicaid to help pay their medical bills. State governments, which share the cost with Washington,...
by Arthur Geffen | Sep 14, 2010 | Estate Tax, Income Tax, Medicaid, Medicare
The already heated fight over the so-called Bush tax cuts, which are set to expire at the end of this year, ratcheted up another notch on Monday. The White House and a host of influential Congress members staked out competing positions on the issue that is...
by Arthur Geffen | Aug 23, 2010 | Estate Planning Solutions, Medicaid, Special Needs, Tax Solutions, Trusts
The Newcomers needed to make sure the money they leave him won’t make him ineligible for insurance and services he needs. So they’ll leave his inheritance to a special-needs trust set up to protect Jerry and his assets. Experts suggest trust funds for children...
