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The Medicaid 5-year Look Back & How to Avoid Being Penalized

The Medicaid 5-year Look Back & How to Avoid Being Penalized

by Deliberato Law Center | Jun 20, 2025 | blog, Estate Planning, Estate Planning Education, Medicaid

The Medicaid 5-Year Look Back can be intimidating, but with proper planning and a little education, you can learn how you can avoid being penalized. Your daughter got married recently, and you’d been saving up for that big day for years. With all the excitement, you...
Why a Revocable Living Trust is Essential for Your Estate Plan

Why a Revocable Living Trust is Essential for Your Estate Plan

by Deliberato Law Center | Apr 25, 2025 | blog, Estate Planning

Key Takeaways: ​ Avoid Probate: Assets in a revocable living trust bypass the probate process, ensuring a quicker and more private distribution to beneficiaries.​ Maintain Privacy: Unlike wills, which become public record during probate, trusts remain private, keeping...
Know the Basics of Estate Tax Planning

Know the Basics of Estate Tax Planning

by Deliberato Law Center | Mar 3, 2025 | blog, Estate Planning, Estate Planning Education

The following article is dealing with gift tax issues and not Medicaid issues. For Medicaid transfers, any transfer over $500 is looked at as an improper transfer. Before making any gifts, you should consult with your attorney. You’ve worked hard for all you’ve...
The Probate Surprise: Why You Need a Plan (Even if You’re Young)

The Probate Surprise: Why You Need a Plan (Even if You’re Young)

by Deliberato Law Center | Feb 12, 2025 | blog, Estate Planning, Probate

Most people think estate planning is only for the elderly or the super-wealthy. But the truth is, if you have a pet, kids, a bank account, or even just preferences for your medical care, you need an estate plan. So why don’t young adults start future planning...
Unveiling Medicaid’s Mysteries: A Look at Medicaid Planning Strategies

Unveiling Medicaid’s Mysteries: A Look at Medicaid Planning Strategies

by Deliberato Law Center | Jan 29, 2025 | blog, Estate Planning, Medicaid

When most people think of Medicaid planning, they think of a program that provides health insurance to low-income individuals. The fact is that Medicaid offers several services, and in addition to providing coverage to people with limited resources, Medicaid covers...
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Recent Posts

  • The Medicaid 5-year Look Back & How to Avoid Being Penalized
  • Why a Revocable Living Trust is Essential for Your Estate Plan
  • The Importance of Estate Planning for Single Parents
  • Demystifying Estate Planning: A Comprehensive Glossary of Key Terms
  • What is an Elder Law Attorney and How Can They Help?

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