Important Intake Documents

I wanted to share with everyone a list of documents that I recently shared with a client. I recommended that they begin to gather these documents. I do provide a custom list for each client I am working with because each state, county, and individual’s situation will require different documents needed for the Medicaid application.

Sample Social Security Award Letter

As we know, for the Medicaid application process Medicaid asks for a lot of documentation. In many states, Medicaid does not have access to the social security system and require the social security award letter. The document below is received at the end of each year for the following year. I am attaching a sample […]

Medicaid Penalties

If you’ve done any research on nursing home Medicaid, it’s likely that you’ve come across terms like ‘look-back period’ or ‘gifting’ or maybe ‘Medicaid penalty.’ Unfortunately, there’s a good amount of speculation and misinformation about gifting assets and how it affects eligibility for Medicaid. One of the key restrictions pertaining to Medicaid eligibility is that […]

Life Insurance and Medicaid

When thinking of assets that are countable by Medicaid, life insurance policies may not be the first to come to mind. Bank accounts, vehicles and investments are obviously assets, but what about your life insurance? The answer depends on the individual policy details. There are a handful of different types of life insurance, from the […]

Skilled Nursing Facilities

Paying for nursing home rehabilitation or long-term care can be a major headache, which is made worse when you receive a bill that you expected your insurance to cover. Knowing who’s responsible to pay and how much you’re on the hook for can make it a little easier. Let’s start with some key terminology: Private […]

FAQ

Important Intake Documents

Sample Social Security Award Letter

Medicaid Penalties

Life Insurance and Medicaid

Skilled Nursing Facilities