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Gifts Can Create Ineligibility for Pennsylvania Medical Assistance (Medicaid) Long-Term Care Benefits

By Robert C. Gerhard, III

Parents sometimes help their children financially. Grandparents give money to their grandchildren. Unfortunately if that parent or grandparent is admitted to a nursing home within 5 years of such gifting and needs to apply for Medical Assistance…

Medicaid 5-Year Look-Back Penalty: Can You Avoid It?

By Robert C. Gerhard, III

When you apply for Medicaid, the agency will launch a 5-year look-back, in which they review your finances for the 60 months preceding your application date. This process is in …

Pennsylvania Medicaid Long-Term Care Numbers and Fact Sheet 2024

By Robert C. Gerhard, III

2024 Pennsylvania Medical Assistance (Medicaid) Long-Term Care Numbers and Fact Sheet According to the Pennsylvania Department of Aging, there are over 2,400,000 Pennsylvania residents over age 60.  More than 240,000 …

How Do I Learn More about Pennsylvania’s Medicaid Estate Recovery Payback?

By Robert C. Gerhard, III

This article will provide several free resources where you can find general information about the Medicaid estate recovery program. If you are actually facing a Medicaid payback through estate recovery, …

What Should I Tell My Executor During My Lifetime? PART THREE

By Robert C. Gerhard, III

In the event of your death, many important tasks need to be accomplished by the person you have named to serve as executor of your Will. Some things should be …

What Should I Tell My Executor During My Lifetime? PART TWO

By Robert C. Gerhard, III

In the event of your death, many important tasks need to be accomplished by the person you have named to serve as executor of your Will. Some things should be …

What Should I Tell My Executor During My Lifetime? PART ONE

By Robert C. Gerhard, III

In the event of your death, many important tasks need to be accomplished by the person you have named to serve as executor of your Will. Some things should be …

Top 3 Reasons Nursing Home Medicaid Benefits are Denied

By Robert C. Gerhard, III

There are many reasons why an application for Medicaid long-term care benefits can be denied. A denial of Medicaid benefits needs to be taken seriously and appealed in a timely …

Medicaid Application Process, 5-Year Look-back 5 Years of Records for Small and Inactive Accounts

By Robert C. Gerhard, III

It can make sense to close small and inactive bank accounts to make the Medicaid application process easier if you may need to apply for long-term care benefits in the …