Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label annuities. Show all posts

Friday, May 14, 2021

Inflation Indexed Annuities in Aging in Place Planning

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Illustration 217469610 © Adonis1969 | Dreamstime.com Rarely do articles on this blog deal with specific investment options. Recently, howev...

Monday, February 6, 2017

Congress Considering Removing Medicaid Eligibility Planning Opportunities- Spousal Income Annuities Targeted

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Congress is considering making it harder to qualify for Medicaid if a community spouse has an annuity. The change is part of an effort ...

Wednesday, September 9, 2015

Appellate Court Rule Approves Short Term Annuities Not Countable Resources For Medicaid

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The Third Circuit Court of Appeals has ruled that a Medicaid applicants' short-term annuities are not resources even though the term...

Tuesday, September 1, 2015

Ohio High Court Rules That Transfer of Home Between Spouses Prior to Medicaid Eligibility Is Improper

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A narrowly divided Ohio Supreme Court has ruled that the transfer of a home between spouses prior to Medicaid eligibility is an improper t...

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Monty L. Donohew

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