Category Strategies

Adjusting your plans as you age means recognizing that what worked financially and physically at 40 won't work at 60 or 75.

Working with multiple financial advisors is an increasingly common strategy for managing complex retirement and pension decisions, though it requires...

An elder law attorney and a financial advisor serve fundamentally different purposes, though many people mistakenly believe they handle the same work.

A Medicaid planner is a professional who specializes in helping individuals and families arrange their finances to qualify for Medicaid coverage,...

A fair hearing is a formal appeal process that allows you to challenge an adverse decision by a government agency—whether that involves the loss of...

If your Medicaid application has been denied, or your benefits have been reduced or terminated, you have the right to appeal that decision.

"The Hardship Waiver" is not a single, specific program with a unified set of rules. Instead, hardship waivers exist across multiple financial and legal...

Estate recovery is a legal process where government agencies, pension administrators, or creditors seek to reclaim funds from a deceased person's estate...

The Estate Recovery Program (ERP) is a federal initiative that requires states to recover Medicaid expenses from the estates of deceased beneficiaries...

When someone receiving Medicaid-covered long-term care services dies, the state can recover the costs it paid for that care from the person's estate.