• Annuities and Medicaid Planning

• • Annuities
  • Asset Protection
  • Clay County
  • Duval County
  • Elder Law
  • Estate Planning
  • Florida First Coast
  • Jacksonville
  • Long-Term Care Planning
  • Medicaid
  • North Florida
  • Orange Park
  • St. Augustine
  • St. Johns County
• 3 years ago
• In some circumstances, immediate annuities can be ideal Medicaid planning tools for spouses of nursing home residents. Careful planning is needed to make sure an annuity will work for you or your spouse. An immediate annuity, in its simplest form, is a contract with an insurance company under... [read more]

• What to Look for When Buying an Annuity

• • Annuities
  • Asset Protection
  • Care Planning
  • Clay County
  • Duval County
  • Elder Law
  • Estate Planning
  • Florida
  • Florida First Coast
  • Jacksonville
  • Julington Creek
  • Medicaid
  • Medicaid Planning
  • North Florida
  • Orange Park
  • Resources For Aging
  • Seniors
  • St. Augustine
  • St. Johns County
• 4 years ago
• An annuity can be a useful tool for long-term care planning, but annuities are also complex financial products that are hard to understand. If purchasing an annuity, you need to consider your options carefully. An annuity is a contract with an insurance company under which the consumer pays t... [read more]

• The Use of Immediate Annuities in Medicaid Planning for Married Couples

• • Annuities
  • Care Planning
  • Caregivers
  • Elder Law
  • Elderly
  • Estate Planning
  • Life Care Planning
  • Medicaid
  • North Florida
  • Orange Park
  • Planning
  • Senior Resources
  • Seniors
  • Special Needs Planning
  • St. Augustine
• 7 years ago
• Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid. These types of annuities allow the nursing home resident to spend down assets and give the spouse a guaranteed income. But immediate annuities may not work in every state, so be sure t... [read more]