Category Strategies

A Qualified Income Trust, also called a Miller Trust, is an irrevocable trust designed to help people qualify for Medicaid long-term care by legally...

A Miller Trust, formally known as a Qualified Income Trust (QIT), is an irrevocable legal trust created specifically to help individuals with high income...

Medicaid income limits are the maximum income thresholds that determine whether you qualify for Medicaid coverage.

The Monthly Maintenance Needs Allowance, or MMNA, is a critical protection built into Medicaid's Spousal Impoverishment Rules that allows married couples...

The Community Spouse Resource Allowance (CSRA) is a federal Medicaid protection that allows the healthy spouse of someone receiving nursing home care to...

Spousal Impoverishment Rules are federal regulations designed to prevent the spouse of a nursing home resident from losing everything to pay for long-term...

A Medicaid Compliant Annuity (MCA) is an immediate annuity structured to meet precise Medicaid regulations, allowing individuals to convert countable...

A Lady Bird Deed is a type of enhanced life estate deed that allows a property owner to retain full control and use of their property during their...

A life estate grants an individual the right to use, occupy, and benefit from property during their lifetime, with ownership automatically passing to a...

Transferring your house during retirement involves moving ownership of your primary residence to heirs, a trust, a family member, or selling it outright.