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Latest Articles

May 9, 2022

What is the Medicare Premium Surcharge, and How Do I Avoid It?

What is the Medicare Premium Surcharge, and How Do I Avoid It? Upon turning age 65, most people qualify for Medicare Parts A, B and D. We generally recommend that our clients select traditional Medicare and not the Medicare Advantage program (more on this next month). We tell our clients […]
April 22, 2021

April Advice: New Funeral Assistance Program

FEMA announces a new program April 12, 2021, Covid-19 Funeral Assistance  COVID-19 Funeral Assistance Line Number Applications begin on April 12, 2021 Phone: 844-684-6333  Hours of Operation: Monday – Friday 9 a.m. to 9 p.m. Eastern Time To see if you can get help with paying for the cost of […]
March 25, 2021

Top Five Tips for your Stimulus Check:

Top Five Tips for your Stimulus Check: Stimulus Checks and Medicaid: Medicaid has taken the position that the stimulus checks received in 2020 and 2021 will not disqualify people from Medicaid.  Any funds received via stimulus checks do not count as a resource for a full year and can be […]
January 15, 2021

UPDATE: Indiana Medicaid, COVID and Asset Transfers

INDIANA MEDICAID, COVID AND ASSET TRANSFERS: TEMPORARY RULES UPDATE Updated January 15, 2021 Penalties for transfers of assets for new applications will be imposed. Example:  Mom goes into the nursing home.  She gives her son $20,000.  She is only permitted to give away $1,200 during the calendar year plus the […]
August 6, 2020

Medicaid and Asset Protection for the Family Farm

Medicaid and Asset Protection for the Family Farm For many families in Indiana their family farm serves not only as the most valuable asset they have, but as a connection to their heritage and history that they would fight to keep within the family. The challenges and expenses of the […]
June 9, 2020

IRAs and Medicaid in Indiana Bad News for Married Couples

IRAs and Medicaid in Indiana Bad News for Married Couples The Indiana Medicaid Office has announced they will postpone the implementation of a drastic change to the Medicaid rules regarding retirement assets of a Community Spouse, set to occur on July 1, 2020. On March 26, 2020, the Indiana Family […]
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