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Dale Krause
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The Number One Provider of Medicaid Compliant Annuities
The Number One Provider of Medicaid Compliant Annuities

480 followers
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On April 30, 2015, CMS released the 2015 Spousal Impoverishment Figures. Download the memo now, and stay tuned for state-specific updates.

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The State of Michigan is scheduled to follow U.S. 6th Circuit Court of Appeals decision in Hughes v. McCarthy, wherein it was determined if a community spouse’s annuity was for his/her sole benefit it need not follow the beneficiary requirements.

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Some states have restrictive rules pertaining to actuarial soundness, thereby eliminating the ability for half-a-loaf planning. And in some cases half-a-loaf planning just isn't advantageous. Do you know the other #Medicaid  planning technique for single clients?

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#LTCI Partnership Shows Signs of Life in #Michigan http://ow.ly/KYmOS
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