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Navigating Medicaid: How Families Can Protect Assets and Pay for Care
Description
Most families don't think about Medicaid planning until they're facing a health crisis—but by then, some of the best planning opportunities may already be gone.
Nic and Jeremiah are joined by Brooke Baker and Jessica Young of Legacy Navigation for an in-depth conversation about the realities of long-term care, Medicaid eligibility, and protecting family assets. Together, they break down the differences between Medicare and Medicaid, the true cost of care, common misconceptions about qualifying for benefits, and why so many families find themselves overwhelmed when a loved one suddenly needs assistance.
The discussion explores real-world planning considerations, including asset protection strategies, the five-year lookback period, spousal protections, estate recovery rules, and the challenges families face when trying to navigate the complicated system on their own.
Guests:
Brooke Baker & Jessica Young
Legacy Navigation
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Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
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