Pathfinder Legacy

Ep. 17 - Medicaid Planning 101: Protecting Your Family and Your Future Part 2


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In this follow-up episode, Heidi Olson and Attorney Valeska Hermanson continue their discussion to uncover the practical side of Medicaid planning — from eligibility traps to timing mistakes that could cost families their farms. They discuss what counts as a gift, why appraisals matter, how to protect assets without disqualifying yourself, and why starting early is the best move you can make. Whether you're planning for yourself or caring for aging parents, this episode helps you avoid the financial and emotional fallout of poor preparation. Contact information for Attorney, Valeska Hermanson [email protected] Website: HermansonLaw.net My Website: Pathfinderlegacy.com MINNESOTA LINKS: MN Attorney General: POA: MN Short Form Statutory Power of Attorney HCD: Health Care Directives MN Honoring Choices HCD (several languages): Health Care Directives - Honoring Choices NORTH DAKOTA LINKS ND Courts Self Help POA North Dakota Court System - Power of Attorney Advanced Care Planning of ND HCD Health Care Directives – Advanced Care Planning of North Dakota

👉 Policy Ownership & Beneficiary Map: https://pathfinderlegacy.com/wp-content/uploads/2025/09/Week-1-Worksheet-Farm-Policy-Inventory-and-Gap-Checker.pdf

👉 Get your Farm Family Business Meeting Template: https://pathfinderlegacy.com/

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Pathfinder LegacyBy Heidi Olson