Medicaid Planning 3 Steps Ahead

When it comes to Medicaid Planning for a family, many attorneys and planners look no further than the client needing care. This one-step thinking can often lead to the client’s original goal of protecting their home and life savings from the nursing home falling apart after they qualify for Medicaid.

In this quick session from a national estate planning conference, Jeffrey G. Marsocci, The Plain English Attorney®, compares and contrasts instances of poor and good planning, and how a team of professionals can save hundreds of thousands of dollars for not just the client, but their spouse and then down to the children when you think multiple steps ahead.

#medicaidplanning #medicaid #nursinghome #longtermcare

Check out the YouTube video version here.