Krause Financial Services, Inc. Press releases1 - 10 of 108 Press Releases
Nov 25, 2013
In June of 2012 my office was contacted by an elder law attorney whose client resided in an assisted living facility.
Nov 20, 2013
A major concern the Government Accountability Office (“GAO”) discovered in scrutinizing the VA’s pension program performance was the quantity of organizations that market planning services to veterans with excess assets.
Oct 24, 2013
As an elder law attorney, you are probably familiar with the Veterans Aid & Attendance (“VA”) pension program, even if your practice doesn’t offer those planning services. You may also be aware that the use of annuities in VA planning..
Oct 22, 2013
Krause Financial Services recently unveiled a new and improved website. Visit us today to learn how you can use this website as a resource in your practice.
Oct 11, 2013
What can you do when a nursing home resident who has already qualified for Medicaid benefits receives an inheritance? The receipt of funds will disrupt program eligibility, under the assumption they will cause the individual to exceed his or her...
Sep 30, 2013
Over the past 25 years Krause Financial Services has become a leading source of insurance products used in elder care planning. Primarily, Medicaid Compliant Annuities.
Aug 20, 2013
"How does the community spouse's monthly income affect planning the payout period of the Medicaid Compliant Annuity?" This was a question recently submitted through this website. It's an excellent question and one that is asked quite often in spousal...
Aug 20, 2013
My office receives no shortage in calls from attorneys and agents whose clients received an inheritance or had a home sale in the midst of a Gifting/Medicaid Compliant Annuity plan (also referred to as a Half-a-Loaf plan).
Aug 07, 2013
In a Wisconsin decision dated January 18, 2013, a married couple purchased prepaid funeral policies for themselves, their children, and their children's spouses. Policies were purchased for 13 family members...
Jul 30, 2013
In the matter of Landy v. Velez (U.S. Dist. Ct., D.N.J., No. 2:11-5862 (KM), July 17, 2013), a federal district court considered three promissory notes purchased by two Medicaid applicants to be available, countable resources....