Public Benefits

Excel Worksheet to Estimate Effect of Gifting with Offsetting Promissory Note

Gifting is usually a last resort when creating a Medicaid Plan. The reason is gifts trigger a transfer of resources…

2 years ago

News Roundup – November 21, 2021

News Sources: Elder Law Attorney Daniel Tully has 9 questions you should ask before you or a loved one goes…

2 years ago

Georgia Medicaid Application

Federal regulations require Medicaid agencies to afford individuals the opportunity to apply for Medicaid without delay. 42 CFR Ā§ 435.906.…

2 years ago

Medicaid: Income is not a Resource During the Month of Receipt

Sometime people assume monthly income counts toward the $2,000 resource limit. Assets (anything of value) are eitherĀ income or resources. "…

2 years ago

New 2022 SSI and Medicaid Numbers

Every year the Supplemental Security Income (SSI) benefit rate and Medicaid resource allowances are updated. For 2022, the federal benefit…

2 years ago

Protecting Married Seniors from Impoverishment Act of 2021

H.R. 1717, known as the Protecting Married Seniors from Impoverishment Act of 2021, and a companion bill in the Senate…

3 years ago

2022 SSI Rate

SSI amounts for 2022 The monthly maximum Federal amounts for 2022 are $841 for an eligible individual, $1,261 for an…

3 years ago

News Roundup – 11-9-2021

News Sources Year-end charitable tax planning tips When Seniors are Targeted in Schemes 14 Rollover Tax Facts to Know Rosetta…

3 years ago

Medicaid Transfer Penalty Worksheet

The form below was developed by the Georgia Department of Community Health and is based on Section 2342-11 of the…

3 years ago

Medicaid Spend-down – What is it?

What are people talking about when they say you have to "spend down" to become eligible for Medicaid? Well, it…

3 years ago