Welcome to the latest edition of our newsletter!

In this edition, we're diving deep into the topics that have been buzzing in your thoughts and those of your close ones. First, let's unravel the complexities of Medicaid together. Plus, we're thrilled to invite you to our upcoming Life Plan Workshops and the Social Security Retirement Planning Workshop. Here's your chance to arm yourself with vital insights for a secure financial journey ahead. Ever pondered if adding your name to your mom's deed is a wise move? We're tackling that too! And a quick reminder: have you grabbed the VA Health and Benefits Mobile App yet? It's a goldmine of essential info just waiting for you!

Oh, What A Tangled Web We Weave, When First We Practice To Deceive!

What if father had 25% ownership with 3 of his children 5 years ago? Can Medicaid take the house for 5 year lookback?

1. Give Stuff Away. Wait 5 Years. No Problem. Dad deeded his homestead to himself and 3 kids. Dad deeded the homestead to himself and the kiddies more than 5 years ago. For Medicaid purposes...

Last Chance! Sign up now or miss out!

Free LifePlan Workshop - Muskegon - Thursday, November 2, 2 PM

ree LifePlan Workshop - Holland - Tuesday, November 7, 2 PM

Free LifePlan Workshop - Grand Rapids - Thursday, November 9, 11 AM and 1 PM

Free LifePlan Workshop - Portage - Thursday, November 16, 2 PM and 6 PM

More Upcoming Events

Visiting Expert Series:

Social Security Retirement Planning

THURSDAY, NOVEMBER 16 | 5:00 PM

📍 4965 East Beltline Ave. NE,

Grand Rapids, MI 49525

Articles

Have You Downloaded the VA Health

and Benefits Mobile App?

Over 1 million Veterans have downloaded the new VA: Health and Benefits mobile app that gives them fast, secure, and easy access to the benefits and health care they earned. The app was designed with the collaboration of Veterans to offer timely and convenient health and benefits information, including claims, appointments, and appeals status.

Answering the hard questions

Today: Is It A Good Idea To Put My Name In My Mother's Deed?

On my mom's deed - good or bad? 🤔 Get the real deal on how joint deeds affect Medicaid benefits for your aging parent. Vital elder law insight from David Carrier.