The Elder Law Coach

Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained)

June 01, 2022 Todd Whatley Episode 20
Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained)
The Elder Law Coach
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The Elder Law Coach
Epi 20 Presenting the Single Medicaid (Half-a-Loaf Explained)
Jun 01, 2022 Episode 20
Todd Whatley

Working with the family who is needing Medicaid for the Single Person can be a challenge.  It's also really exciting since most families really believe they are going to lose everything now that care is needed.

In today's episode, Todd explains the rules for the single person and how to present it to the client.  He also fully explains the Half-a-Loaf strategy and also shows you how to make saving half-a-loaf into 60-70% of the loaf.  Todd offers you his Golden Formula for calculating how much can be given and how much has to be paid back.

Join us today to learn one of the coolest presentations that you can make to a family to help them save a large part of their estate.

Check out our new website www.TheElderLawCoach.com.

Show Notes

Working with the family who is needing Medicaid for the Single Person can be a challenge.  It's also really exciting since most families really believe they are going to lose everything now that care is needed.

In today's episode, Todd explains the rules for the single person and how to present it to the client.  He also fully explains the Half-a-Loaf strategy and also shows you how to make saving half-a-loaf into 60-70% of the loaf.  Todd offers you his Golden Formula for calculating how much can be given and how much has to be paid back.

Join us today to learn one of the coolest presentations that you can make to a family to help them save a large part of their estate.

Check out our new website www.TheElderLawCoach.com.