Understanding the 5-Year Look-Back Rule: What Michigan Families Need to Know About Medicaid Spend-Down
Early planning is the key to protecting assets and securing care—here’s how the look-back rule works and what to do now.
Founder / Attorney
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Planning for the future is one of the most important steps you can take to protect your family, your assets, and your legacy. Your guide is on its way to your inbox—be sure to check your spam or promotions folder if you don’t see it soon.
As you review the guide, you may have questions about how these common mistakes apply to your specific situation. Estate planning isn’t one-size-fits-all, and even small details can make a big impact on your long-term goals.
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When Selling Assets Helps—and When It Hurts—Your Medicaid Spend-Down Strategy
Not all asset sales are treated the same under Medicaid. Here’s how to avoid costly mistakes.
Founder / Attorney
Make It a New Year’s Habit: Reviewing Your Beneficiaries
A quick January check could prevent costly estate planning mistakes down the line.
Founder / Attorney