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Medicaid Asset Protection Strategies | Zoomside Chat


In this Zoomside Chat, Michael Ettinger discusses the strategies we can use to better protect our assets for the future. We will talk about Caregiver Agreements, Pooled Income Trust, Long-Term Care Insurance, Medicaid Asset Protection Trust and many others, along with their pros and cons. Get the Ettinger Plan: To learn more, please visit: Contact us directly: 1-800-500-2525 Ettinger Law Firm focuses exclusively on elder law estate planning. Our attorneys and paralegals work to provide asset protection and tax savings for baby boomers and senior citizens. Practicing for twenty seven years and with offices in sixteen New York State locations, Ettinger Law Firm has prepared thousands of estate plans for generations of middle class families. Chapters: 00:00 Intro 2:00 Caregiver Agreements 4:56 The Pooled Income Trust 11:54 Long-Term Care Insurance 16:11 Veteran's Benefits for Caregivers 17:18 Medicaid Exemptions 22:42 Medicaid Qualifying Annuities 25:02 Spousal Refusal 27:59 Gift and Loan 30:09 The Medicaid Asset Protection Trust 32:33 Free Online Seminar 33:05 Our law firm's unique planning process 36:21 Our law firm's trademarked process after you sign your documents 39:11 Schedule your free consultation 40:51 Thank you!...(read more)



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Medicaid Asset Protection Strategies | Zoomside Chat Medicaid Asset Protection Strategies are important financial planning techniques that many people utilize to protect their savings and assets from being completely depleted when long-term care is necessary. Long-term care can be very expensive and unpredictable, so it is essential to develop a plan for the future. In a recent Zoomside Chat, financial advisors and experts discussed several Medicaid Asset Protection Strategies, including Irrevocable Trusts, Asset Transfers, and Medicaid Planning. An Irrevocable Trust is a legal document that allows you to transfer ownership of your assets to a Trustee, who then manages the assets according to your specific instructions. The Trustee has control of the assets, but you may receive income from the Trust throughout your lifetime. By transferring assets to an Irrevocable Trust, you may be able to qualify for Medicaid if and when the need arises, while still having control over the assets. Asset Transfers are another strategy that can help protect your assets from being depleted when long-term care is required. This strategy involves transferring assets out of your name and into someone else's name, such as a spouse or adult child. This way, you can reduce your countable assets and potentially qualify for Medicaid faster. Finally, Medicaid Planning is an essential strategy for those who want to protect their assets from long-term care costs. Medicaid Planning involves utilizing legal and financial planning techniques to reassign assets and income for the purpose of qualifying for Medicaid. This includes purchasing long-term care insurance and utilizing annuities to help pay for long-term care expenses. In conclusion, Medicaid Asset Protection Strategies can be very beneficial to individuals and families who want to protect their savings and assets from long-term care expenses. If you are interested in utilizing these strategies, it is essential to speak to a financial advisor or an elder law attorney who has experience in Medicaid planning. It is also important to start planning early to ensure you have ample time to transfer assets and implement your plan before you need long-term care. https://inflationprotection.org/medicaid-asset-protection-strategies-zoomside-chat/?feed_id=80445&_unique_id=641b3001c1d2c #Inflation #Retirement #GoldIRA #Wealth #Investing #assetprotection #elderlaw #elderlawattorney #elderlawattourney #estateplanning #EstatePlanningAttorney #estateplanningattourney #estateplanninglawyer #ettinger #ettingerlawfirm #longtermcare #Medicaid #medicaidassetprotection #medicaidassetprotectionstrategies #medicaidassetprotectionstrategieszoomsidechat #medicaidplanning #medicaidtrust #trust #trustlaw #trusts #zoomsidechat #SpousalIRA #assetprotection #elderlaw #elderlawattorney #elderlawattourney #estateplanning #EstatePlanningAttorney #estateplanningattourney #estateplanninglawyer #ettinger #ettingerlawfirm #longtermcare #Medicaid #medicaidassetprotection #medicaidassetprotectionstrategies #medicaidassetprotectionstrategieszoomsidechat #medicaidplanning #medicaidtrust #trust #trustlaw #trusts #zoomsidechat

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