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Miller Trusts Can Help You Qualify for Medicaid

Posted by Agnes Mombrun Geter | Sep 05, 2023 | 0 Comments

Many seniors find themselves in need of Medicaid to pay for their long-term care but are surprised to learn that their modest monthly income may disqualify them. The reason for this is that Medicaid is a “means-tested” benefit. In other words, you must not have income exceeding certain thresholds...

Pros and Cons of a Medicaid Asset Protection Trust

Posted by Agnes Mombrun Geter | Sep 03, 2023 | 0 Comments

A Medicaid Asset Protection Trust (MAPT) is one option a person may consider to protect their assets from Medicaid and nursing homes or long-term care. What Is a MAPT? A MAPT is an irrevocable trust created during your lifetime. The primary goal of a MAPT is to transfer assets to it so that Med...

What Are Medicaid Asset Protection Trusts?

Posted by Agnes Mombrun Geter | Sep 02, 2023 | 0 Comments

Medicaid is a state- and federally funded health program for lower-income persons of all ages. For applicants who fall into certain categories, Medicaid imposes specific rules on how much income and resources they can have and still qualify for benefits. Each state has different rules for how mu...

Five Common Mistakes with “DIY” Estate Plans

Posted by Agnes Mombrun Geter | May 07, 2020 | 0 Comments

Considering the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate planning documents. With the extension of some states' stay in place orders, it may be tempting to create your own documents all on your own. Whether you are considering writ...

Spring Cleaning Your Estate Plan

Posted by Agnes Mombrun Geter | Mar 30, 2020 | 0 Comments

Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate plan that perfectly met your needs a couple of years ago may now be cluttered with outdated provisions or documents. Now that Spring is here, it is the time to...

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