Medicaid and Elder Care Planning Essentials

From Wise Counsel: Effective Financial and Estate Planning · 00:11:35

Show by Jay Franz

In this episode 7, we explore why Medicaid and elder care planning should begin before a family is facing an immediate care crisis. The episode examines the differences between healthcare and long-term care, the role Medicaid may play for eligible individuals, and why families should seek appropriate guidance before transferring assets or making major financial decisions. The episode also addresses incapacity planning, powers of attorney, the family home, long-term care insurance, spousal considerations, family communication, and the role financial advisors can play in identifying potential elder care planning needs. Contact Jay Franz: Website: buchalter.com/lawyer/j-noland-franz Email: [email protected] Phone: (480) 383-1861

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