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The Importance of Estate Planning for Medicaid with Special Guest Jeremy Soffler, Attorney at Law
In this eye-opening episode of Senior Care Made Simple, host Andrea Albertini and co-host Lucy Torres are joined by elder law attorney Jeremy Soffler, J.D. from the firm of Doane & Doane, PA Attorneys at Law to unpack the often misunderstood world of estate planning for Medicaid. Whether you're planning for your own future or supporting aging loved ones, this conversation sheds light on how proper estate planning can protect your assets while ensuring eligibility for long-term care benefits.
Jeremy explains the five-year look-back period and how strategies like asset transfers and spend-downs can make a major difference. He also clears up common myths and offers practical advice to help families avoid costly mistakes.
🔑 Key Topics Covered:
Why Medicaid planning is different from general estate planning
What to do now to prepare for long-term care needs
If you're feeling overwhelmed by the maze of Medicaid rules, this episode will give you the clarity and confidence to move forward.
Special thanks for Doane & Doane, Attorneys at Law: 561-656-0200
To reach Jeremy Soffler, email him at [email protected]
About the show:
Join Andrea Albertini, Founder and CEO of Horizon Care Services, Inc, and co-host Lucy Torres for frank discussions on numerous topics in an effort to help educate seniors (and their kids) to navigate the difficult waters of home care. Getting older isn't easy, but knowing the ins and outs and intricacies of finding trustworthy and quality care, allows the journey into aging to be charged with confidence.
Have a topic or want to reach out? Drop us a line here:
Need the finest and most reputable home care in South Florida, visit www.HorizonCareServices.com
Need assistance with the next steps for an aging family member, visit:
www.eldercarefinders.com
View all episodes
By horizoncareservicespodIn this eye-opening episode of Senior Care Made Simple, host Andrea Albertini and co-host Lucy Torres are joined by elder law attorney Jeremy Soffler, J.D. from the firm of Doane & Doane, PA Attorneys at Law to unpack the often misunderstood world of estate planning for Medicaid. Whether you're planning for your own future or supporting aging loved ones, this conversation sheds light on how proper estate planning can protect your assets while ensuring eligibility for long-term care benefits.
Jeremy explains the five-year look-back period and how strategies like asset transfers and spend-downs can make a major difference. He also clears up common myths and offers practical advice to help families avoid costly mistakes.
🔑 Key Topics Covered:
Why Medicaid planning is different from general estate planning
What to do now to prepare for long-term care needs
If you're feeling overwhelmed by the maze of Medicaid rules, this episode will give you the clarity and confidence to move forward.
Special thanks for Doane & Doane, Attorneys at Law: 561-656-0200
To reach Jeremy Soffler, email him at [email protected]
About the show:
Join Andrea Albertini, Founder and CEO of Horizon Care Services, Inc, and co-host Lucy Torres for frank discussions on numerous topics in an effort to help educate seniors (and their kids) to navigate the difficult waters of home care. Getting older isn't easy, but knowing the ins and outs and intricacies of finding trustworthy and quality care, allows the journey into aging to be charged with confidence.
Have a topic or want to reach out? Drop us a line here:
Need the finest and most reputable home care in South Florida, visit www.HorizonCareServices.com
Need assistance with the next steps for an aging family member, visit:
www.eldercarefinders.com