Medicaid Planning & Supplemental Needs Trusts The Medicaid rules also have certain exceptions for transfers for the sole benefit of disabled people under age 65.  Even after moving to a nursing home, if you have a child, other relative, or even a friend who is under age 65 and disabled, you can transfer assets into […]

Senior Source Newsletter January 2012 The Importance of Planning Early “Planning is bringing the future into the present so that you can do something about it now.”   Alan Lakein, American author and Time Management Expert We plan to go on vacation.  We plan to have dinner with friends.  But when it comes to planning […]