Private Annuities as an Aid to Medicaid Eligibility
Clients often ask CPA Elder Planning practitioners, "How can I qualify for Medicaid?" For too many older adults, Medicaid is the only way to pay for long-term care. Learn about how private annuities factor into Medicaid eligibility.
Published on May 16, 2011
Taxation of Older Adults
While it is not true that older taxpayers are uniformly exempt from filing, there are areas where older taxpayers must pay special care in their tax planning. Download the article on taxation of older adults.
Published on October 13, 2010
Caring for an Aging Parent
People are concerned with choosing a nursing home, planning for a funeral, developing a spending plan, and most important identifying and addressing elder abuse. This section provides more information on these concerns.
Published on April 13, 2010
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