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Last month in this blog I updated you on some of the new Social Security and Medicare numbers for 2023. The recently announced cost of living adjustment (COLA) of 8.7% has resulted in another big jump in benefits for the second year. Many other federal programs are tied to the

I have always said that the desire to quickly file a Medicaid application should be tempered by the ability to provide the documentation that is required for an application to be successful.   The State is now scrutinizing every single transaction in and out of every single account that existed in

In the past several years, especially since COVID, the Medicaid application process has become more lengthy and time consuming.  More documents are now required in order to achieve Medicaid approval than ever before.  The 16 page application is the easy part but I always tell people that you must have your ducks

As I have written about frequently in this blog, when applying for Medicaid an applicant must establish by documentary evidence that he or she did not transfer assets in the 5 year period directly before the requested start date for benefits.  Any  transfers made for which product or service of equal value