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Medicaid Planning Florida: Protect Assets with Irrevocable Trusts
Qualifying for Medicaid requires meeting strict income and asset limits. In Florida, applicants are generally limited to just $2,000 in countable assets, though certain items like a primary residence and vehicle are exempt. Because of these limitations, many individuals assume they are not eligible for Medicaid. Fortunately, with proper planning, it is often possible… Read More »
Guardianships and Special Needs Trusts in Florida: How They Work Together
When a loved one can no longer manage their own affairs, many families turn to guardianship in Florida as a solution. But what many people don’t realize is that there are also powerful planning tools, called Special Needs Trusts (SNTs), that can support or even reduce the need for court involvement. Even more importantly,… Read More »
What Is a Qualified Income Trust (QIT)? A Guide to Medicaid Eligibility in Florida
A Qualified Income Trust (QIT), also known as a Miller Trust, is a specialized legal tool used in Medicaid planning. Unlike other types of trusts that are designed for probate avoidance or asset protection, a QIT serves one very specific purpose: helping individuals qualify for Florida Medicaid long-term care benefits when their income exceeds… Read More »
Guardianship and Medicaid Planning in Florida: What Families Need to Know
It can be incredibly overwhelming when a loved one starts to lose the ability to make decisions for themselves. Cognitive decline doesn’t always follow a clear path. It can come on suddenly or develop slowly over time. Understanding Florida guardianship and Medicaid planning is essential when a loved one begins to lose capacity. At… Read More »
Long-Term Care Medicaid in Florida: How Married Couples Can Protect Assets
How Florida Couples Use Long-Term Care Medicaid & the Spousal Refusal Strategy By: Mark Shalloway, Certified Elder Law Attorney When a spouse needs home health care, assisted living, or nursing home placement, many Florida families believe they must spend down their life savings before qualifying for Florida Long-Term Care Medicaid. Though that belief is… Read More »