by David Edwards | Dec 29, 2015 | Aging Parents, Medicaid/Medicare
Cash payments or informal caregiver arrangements can affect your loved one’s ability to qualify for Medicaid upon going into a nursing home. Here’s what you need to know… Giving Money to Family Can Jeopardize Medicaid Eligibility When someone applies... by David Edwards | Nov 10, 2015 | Aging Parents, Nursing Home
We got another one of those calls the other day. It went something like this: “Mom has been in the nursing home for 3 years now and her money is gone. Is there anything we can do?” Our hearts sink when we hear this, because for this family, it’s too... by David Edwards | Feb 11, 2015 | Aging Parents, Elder Care Advising
One of the best things about Edwards Group is the fact that so many of our clients become like family, so there is a lot of give and take. They learn things through our email newsletters, along with our extensive website and free workshops, but did you know that our... by David Edwards | Oct 23, 2012 | Aging Parents, Estate Planning
Cash may be king, but keeping large amounts of cash at home is a big estate planning mistake. There’s nothing like cold hard cash right? Not where estate planning is concerned. Some people have a tendency to keep large amounts of cash at home. In our experience,... by David Edwards | Sep 14, 2011 | Aging Parents, Asset Protection, Nursing Home
“Are asset gifts to spouses exempt from the 5-year “look back” for Medicaid? –Charles A. Generally speaking, assets transfers to a spouse are exempt from the 5-year look-back rule. Transferring assets from the Medicaid applicant spouse to the... by David Edwards | Sep 8, 2009 | Aging Parents, Elder Care Advising
Aging Trends and Obstacles of Legacy and Control There are some things going on in our society now that makes aging, and the way families deal with it, different than it used to be. The issues below are things I see my clients facing as we discuss planning for aging...