Crisis Medicaid planning for a married couple can be complex, even more so when you’re dealing with an institutionalized couple and both spouses are seeking benefits.
The standard rules for a married couple don’t apply—so, what can you do to preserve their assets and accelerate Medicaid eligibility for two people? Cue the Double Gifting Plan.
Hear from Aaron Kempen as he explores:
- How Medicaid rules differ when both spouses are in the nursing home
- How to structure a Medicaid Compliant Annuity in these cases
- A case study detailing the Double Gifting Plan and economic results
Watch today to learn about this crucial strategy for your clients!
