Here's the recent articles submitted by dale krause
Articles By dale krause
Yet Another Victory For Community Spouse Medicaid Compliant Annuity Planning
By: dale krause
After dividing that in half, Mr. Morris' community spouse resource allowance was determined to be $53,906, leaving a spend-down amount of $51,906 after Mrs. Morris' individual resource allowance of $2,000 was retained. As such, Mrs. Morris did not qualify for Medicaid.(read
entire article)
View : 218 Times
Category : Investing / Finance
Including Financial Advisors In Medicaid And Veterans Benefits Planning
By: dale krause
How to include financial advisors in the planning process is a topic I frequently see discussed on various elder law listservs. The problem at hand is that many elder law attorneys have, or seek to have, referral relationships with local financial advisors for lead generating purposes; however, the financial advisors typically know only enough about Medicaid and Veterans Benefits planning to be dangerous.(read
entire article)
View : 223 Times
Category : Investing / Finance
Have You Heard Of The Pension Protection Act Of 2006?
By: dale krause
The Pension Protection Act of 2006 ("PPA") brought favorable tax changes for long-term care insurance funding beginning January 1, 2010. These important provisions could have a large impact on consumer planning for long-term care events.(read
entire article)
View : 229 Times
Category : Investing / Finance
15 Things You Might Not Know About Medicaid Compliant Annuities
By: dale krause
Dale Krause worked with insurance companies to create the product he needed. After months and months of hard work, and the Deficit Reduction Act of 2005 ("DRA") looming on the horizon, the first Medicaid Compliant Annuity was born.(read
entire article)
View : 236 Times
Category : Investing / Finance
Lopes V. Dept. Of Social Services - Another Win
By: dale krause
John Lopes was married, residing in a nursing home, and in need of assistance. Amelia Lopes, John's spouse residing in the community, purchased a Medicaid Compliant Annuity, and shortly thereafter made a Medicaid application on behalf of her husband.(read
entire article)
View : 263 Times
Category : Legal
