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Estate Planning

: Louisiana Estate Planning

Free Medicaid Planning Report Now Available on My Website

By Myrna Arroyo

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In response to frequent questions about Medicaid planning, I have put together a free report titled "The Top 10 Medicaid Planning Mistakes and How to Avoid Them."  In this report I cover the most common medicaid planning mistakes I run into in my practice.  These mistakes can cause you to lose thousands of dollars in lost Medicaid eligibility.  The 10 Mistakes are:

  1. Failing to Plan Ahead
  2. Failing to Keep Accurate Financial Records Needed to Prove Eligibility
  3. Not Having an Updated Durable Power of Attorney
  4. Not Using a Care Agreement When Eligible
  5. Confusing Estate Tax and Medicaid Gift Rules
  6. Not Considering Long Term Care Insurance
  7. Adding Your Children's Names to Your Assets
  8. Having the Wrong Kind of Trust
  9. Not Having a HIPAA authorization
  10. Not Working with Qualified Estate Planning Attorney

To find out more about these common mistakes, and how to avoid them, you can request a copy of the Free Medicaid report by visiting http://www.myrnaearroyo.com/medicaid_planning.

Full post as published by Louisiana Estate Planning on November 17, 2007 (boomark / email).

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