1. Medicaid Planning Basics, Part 3:

    In Part 3 of my Medicaid Planning Series we are going to discuss the use of Trusts with Medicaid Planning. If you haven’t read Part 1 or Part 2 of this series – I recommend that you read them now – as they give a general overview of Medicaid Planning Basics and Exempt Assets.  These two a…Read More

  2. Medicaid Planning Basics: Part 2 – Exempt Assets

    In Part 2 of my Medicaid Planning Series we are going to discuss what “Exempt Assets” are and how to use them for Medicaid Planning. If you haven’t read Part 1 of this series – I recommend that you read it now – as it gives a general overview of Medicaid Planning basics and sets the table …Read More

  3. Medicaid Planning Basics: Part I

    As an estate planning attorney, one of the most common questions I am asked is how assets can be protected from the government when a loved one goes to a nursing home and they eventually have to apply for Medicaid. Medicaid Planning is a very complicated topic that involves general estate planning; …Read More

  4. McBeath Financial Group Interview

    I recently sat down with Krista McBeath, founder and President of McBeath Financial Group. Krista interviews professionals from around Central Illinois as a part of the McBeath Financial Focus Series--which covers topics with experts in fields relating to finances and retirement. I was honored to be…Read More