Category Archives for "medicaid"

Medicaid Planning: New Jersey vs. Pennsylvania

Medicaid Planning: New Jersey vs. Pennsylvania Having an office in Mercer County, I occasionally get clients who live in one state but for one reason or another (family, finances) are considering moving to the other. They will often look for the most advantageous location they can find, taking into consideration their financial circumstances and the […]

What to do if your Medicaid Application is Denied?

What to do if your Medicaid Application is Denied?If you get a notice from a county Board of Social Services in New Jersey saying that a Medicaid application is denied, you have options and there is a procedure to follow to continue pursuing the application. However, that procedure is time-limited and you need to act […]

Medicaid Planning Traps: “Pattern” Gifts

Medicaid Planning Traps: “Pattern” Gifts​It may be cliché to portray Medicaid caseworkers as a massive machine or computer but rest assured, when it comes to any financial “help” or “gifting,” it is searching for a pattern. By default, gifts (or as the regulations like to refer to them, transfers for less than fair market value) […]

NJ Medicaid Planning Traps: Paying The Family For Caregiving

NJ Medicaid Planning Traps: Paying The Family For CaregivingThis article is particularly difficult to write. The people who most often get caught in this particular “trap” are trying to do the right thing for their family, and often need the money they’re transferring simply to keep the lights on. If it’s not done correctly, the […]

NJ Medicaid Planning Traps: The “$14,000 Gift” Rule

NJ Medicaid Planning Traps: The “$14,000 Gift” RuleWe get the question a lot here: people are told that they can give away up to $14,000 per year per person, but does that affect their eligibility for Medicaid benefits? Here’s the short answer: giving away money or property can affect your eligibility for Medicaid. There’s no […]