The Medicaid Planning Guidebook
The #1 educational book on Medicaid planning ever printed!
If you are giving advice to client age 60 and older you MUST have this book.
Some Guidebook highlights:
♦ 458 pages
♦ A stunning 1,358 citations
♦ A practical application section to teach readers the nuances of Medicaid planning
Nine example scenarios with detailed analysis of what should be done to best prepare the clients to qualify for Medicaid.
The book has many examples, charts, figures, etc.; but the nine comprehensive examples at the end of the manual are really helpful when teaching readers how to apply what they’ve read and learned in the Guidebook.
Who should buy The Medicaid Planning Guidebook?
Any advisor who gives estate planning, financial planning, or retirement planning advice to clients age 60 and older: Lawyer, financial advisor, CPA, etc.
Most advisors who give advice to these clients know little, if anything, about Medicaid planning; and the consequence is that many clients are receiving advice that will cost their heirs tens, if not hundreds of thousands of dollars, and what’s worse is that it is subjecting the advisor giving bad advice to lawsuits.
The Medicaid Planning Guidebook will become your desk-reference guide when giving advice to senior clients.
As you may already know, long-term care Medicaid planning is one of the most important and overlooked topic by attorneys, financial planners, insurance agents, and CPAs.
There are millions of Americans who are in need advisors ready to handle their Medicaid planning today. The number of people who will need help preserving their assets from Medicaid spenddown is growing daily.
Unfortunately, because of the complexity of the Medicaid planning most advisors are not equipped to understand the detailed issues that go into planning for benefit eligibility, leaving their clients exposed to the high costs of the long-term care Mediciad spenddown. Many even unwittingly provide advice that causes their clients to lose eligiblity for benefits!
To help advisors of all kinds working with seniors, Mike Anthony, JD, CMP wrote the best and most comprehensive book ever written on Medicaid planning: The Medicaid Planning Guidebook. Now in it’s Third Edition, there is no better guide to learning Medicaid Planning and no more extensive resource available in one place for advisors who plan in this field. It is considered by everyone to be the must-have desk reference on ever Elder Law Attorney’s desk and in ever financial advisor’s bookshelf.
This book is comprehensive in what it covers but practically written so even a novice advisors can understand the subject matter.