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In a blog post in October, I updated you on some of the new Social Security and Medicare numbers for 2025.  The recently announced cost of living adjustment (COLA) of 2.5% follows a 2024 increase of 3.2%. Many other federal programs are tied to the Social Security COLA.  These include Medicaid and the

In this third post of three, I discuss the impediment to qualifying for Medicaid when an applicant owns two homes.  To review, only the primary residence is an exempt asset as long as the applicant or spouse is living in it.  The second home is countable towards Medicaid’s asset limit.  Selling the home

In my blog post last week, I addressed a common question about Medicaid when someone owns two homes.  “Knowing that there is an asset limit in order to qualify for Medicaid but there are also certain exempt assets, can I exempt both homes and still qualify for benefits?”  The answer is no,

As I have written about many times on this blog, Medicaid is a needs based benefit.  Assets must be spent down below $2000.  Not every asset, however, is countable.  There are exempt or non countable assets.  These are assets that do not count against the $2000 limit.  Additionally, in the case of married couple the

Many of my blog posts on Medicaid focus on the financial part of eligibility - meeting both the income and asset requirements.  There are instances, however, in which meeting those requirements still won’t get someone Medicaid.  That’s because there are other hurdles to get over. One is the medical requirement, establishing the need

In my blog post last week, I discussed crowd funding sites like GoFundMe.  We see families dealing with a sudden catastrophic illness or injury attempt to use these sites to raise money to pay for medical and other bills.  It rarely is a solution if only because of the amount of money

In my post last week, I wrote about a particular solution - really attempted solution - to the financial burdens caused by a catastrophic illness or injury.  In the age of the internet, crowd funding websites have made it easier to raise money from a large group of people.  The GoFundMe site

In this week’s blog post, I write about a particular solution - or really attempted solution - to the financial burden caused by a catastrophic illness or accident.  A family member calls concerning a loved one who has suffered a serious illness or accident, one that will result in needing extensive

In my blog post last week, I discussed the calculation of Mary’s elective share.  That is the amount Mary is entitled to receive as a result of her husband, George’s death, which turned out to be $300,000.  Obviously this is more than the $2000 in assets she is entitled to keep to