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Articles to Help Build Your Practice

Revocable vs. Irrevocable Trusts

POSTED ON - August 30, 2018

Written By Krause Financial Services

  Which kind of trust should your client be putting their assets into? If they plan to apply for Medicaid in the future, this question is extremely important. One trust, the revocable trust, will allow […]
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Revocable vs. Irrevocable Trusts

POSTED ON - August 30, 2018

Written By Krause Financial Services

  Which kind of trust should your client be putting their assets into? If they plan to apply for Medicaid in the future, this question is extremely important. One trust, the revocable trust, will allow […]

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Veterans’ Care Suffers in VA Nursing Homes

POSTED ON - August 16, 2018

Written By Brandon Erieau

USA Today:  Secret VA Nursing Home Ratings Hide Poor Quality Care from the Public   The Department of Veterans Affairs has been tracking statistics on their nursing homes for years without releasing those statistics to […]

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2018 SSI and Spousal Impoverishment Standards Update July 1

POSTED ON - June 7, 2018

Written By attorney_5abbdee1e2e7c

2018 SSI and Spousal Impoverishment Standards Update July 1 The Center for Medicaid & Chip Services (CMCS) has released the updated Supplemental Security Income (SSI) and Spousal Impoverishment Standards effective July 1, 2018.  Beginning in […]

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What to do When your Client Receives a Medicaid Denial

POSTED ON - May 18, 2018

Written By attorney_5abbdee1e2e7c

What to do When your Client Receives a Medicaid Denial Even the best plan for Medicaid eligibility can result in a denial of benefits. More often than not, the denial is the result of a […]

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Dale Krause, J.D., LL.M., Receives Outstanding Performance Award from Nationwide Life Insurance Company

POSTED ON - April 30, 2018

Written By attorney_5abbdee1e2e7c

Krause Financial Services President Dale Krause, J.D., LL.M., Receives Outstanding Performance Award from Nationwide Life Insurance Company Krause Financial Services President and CEO, Dale M. Krause, J.D., LL.M., was recently recognized for his outstanding performance […]

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Purchasing a Medicaid Compliant Annuity: Pre Snapshot Date vs. Post Snapshot Date

POSTED ON - April 2, 2018

Written By attorney_5abbdee1e2e7c

Purchasing a Medicaid Compliant Annuity: Pre Snapshot Date vs. Post Snapshot Date When purchasing a Medicaid Compliant Annuity in a traditional spousal situation, two important figures come into play for considering the Community Spouse Resource […]

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Does the State Have to be Named Primary Beneficiary?

POSTED ON - March 15, 2018

Written By Krause Financial Services

Does the State Have to be Named Primary Beneficiary? A common question our office receives is, “Does the state Medicaid agency have to be named primary beneficiary on the annuity contract?”.  In almost all situations, […]

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Annuitizing IRAs: Will My Clients Still Meet Their RMDs?

POSTED ON - March 2, 2018

Written By Krause Financial Services

Annuitizing IRAs: Will My Clients Still Meet Their RMDs? In most states, IRAs are considered countable assets for Medicaid purposes.  Rather than liquidate an IRA and risk facing large tax consequences, the client may be […]

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