Category Archive for "Medicaid Planning"

Reverse Mortgage, HECM

Retirement Planning & Home Equity

For the majority of older Americans thinking about retirement planning, their single greatest asset is their home. Today’s seniors are facing a confluence of factors which make maintaining their standard of living, and providing for their care increasingly difficult. The…

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SSI and Pooled Trusts

Those who collect SSI (Social Security Insurance) must meet a resource eligibility test and show less than $2,000 in resources. The purpose of SSI is to provide three things: Food, Shelter and Clothing. Under Section 1917(d)(4)(C) of the Social Security…

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Long Term Care Planning: Qualifying for Medicaid / MassHealth Assistance

Frank Grimaldi Law Can Help Protect the Assets of Your Spouse or Dependents When Qualifying for Medicaid / MassHealth Assistance Whether age or illness related, an individual’s need for nursing home care is sometimes inevitable. In the Boston-Cambridge area this…

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