Wade ScottDec 26, 20232 minHAPPY HOLIDAYS 2023#7-A Partridge in a Pear Tree and the Spousal Supplemental Needs TrustOn the first day of Christmas, my true love established a Will with a Spousal Supplemental Needs Trust provision for me! Estate planning...
Wade ScottDec 19, 20231 minHAPPY HOLIDAYS 2023#6-Silver Bells or Penalty Tolls: Gift Tax vs. Medicaid PenaltyIt is when a person loses their independence with activities of daily living that a history of giving gifts to loved ones complicates things
Wade ScottDec 12, 20232 minHAPPY HOLIDAYS 2023#5-Keeping Frosty Cool: Protect Assets from Feeling Medicaid's HeatAll the assets, including the income of a person applying for Medicaid, are under consideration during the Long-Term Care Medicaid...
Wade ScottDec 5, 20232 minHAPPY HOLIDAYS 2023#4-Beware of the Grinch! (The scam That Stole Christmas)Scammers work hard to establish an emotional relationship with the senior. The senior works even harder to come to the rescue.