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Opening the Qualified Income Trust Bank Account Once a Qualified Income Trust (QIT) has been prepared and signed, the Trustee must establish and maintain a separate bank account in the name of [...]

As of January 1, 2020, in Florida, in order to qualify for Medicaid benefits, the applicant’s gross income must be less than $2,349.00 per month. In general, if the Medicaid applicant’s monthly [...]

Some ICP Medicaid eligibility figures for seniors in need of long term-care are tied to inflation. Each year, the Centers for Medicare and Medicaid Services release the updated eligibility [...]

If your Medicare card has been lost, stolen, or damaged, you have three options to replace it: Call the National Security Hotline at 800-772-1213 You will need to provide your: Name as it appears [...]

Stocks are considered a countable asset for Medicaid qualification. Sometimes, a Medicaid plan may involve liquidating stocks, and planning with the proceeds. If you need to liquidate your [...]

The recently enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act provides for a direct payment of up to $1,200.00 to most taxpayers.  As the IRS begins to send out these payments, [...]

The Four Criteria to Qualify for ICP Medicaid in Florida The Institutional Care Program (ICP) is a Medicaid program that helps Florida’s senior and disabled residents in nursing facilities pay [...]

A trust is an entity created by an individual (the settlor) to hold assets for the benefit of the trust’s beneficiaries, while a trustee is appointed to manage the trust. Decanting a trust is the [...]

Probate is the legal process of proving that a Will is valid in court and administering the estate of the decedent according to the terms of their Will. If you are the personal representative of [...]

A survey of approximately 1,000 adults, conducted by the Princeton Survey Research Associates International in January of 2017 indicates that only approximately 42% of Americans adults have [...]