How to Protect Assets and Still Use Medicaid Benefits

I have always wanted to know more about how to protect assets and still be able to qualify for Medicaid benefits, in this episode, I realize it is possible for all of us!

Sayge Grubbs is an Elder Law attorney that is on a mission to improve the lives of our elderly population. Not only does he help protect assets and qualify clients for Medicaid benefits, he has also created Seniorsindex.com for Alabama residents to access necessary information quickly.

I am so honored to be able to interview a lawyer and gain so much knowledge and insight to share with everyone who asks.

Main take-a-ways:

1. Prepare early
2. There is a trust available that will protect assets from Medicaid. Sage Legacy Counsel is a firm that specializes in this type of trust.
3. Not all trusts are created equal. Know what kind of trust you want.
4. The cost for a trust should be $1500+. If you are ever around people who are claiming they can create a trust for you for less than $1000 be very critical about their legitimacy.
5.Having a trust will avoid probate. That means peace for your family after your passing.

The event Sayge Grubbs is hosting is the 3rd Annual Successful Aging Bootcamp in Montgomery, Alabama. The event will be held at Vaughn Forest Church May 19, 2023 and starts at 10am and ends at 3pm.. This event will have CEU's for social workers and nurses. All proceeds will be donated to a local charity delivering meals on wheels.

You can go to seniorsindex.com to register for the event. 

I am a presenter, and I am excited to talk about: How to have "The Talk"  with our Elderly Loved Ones and What to Expect."

You can connect with me at www.aspireformorewitherin.com

You can join my email list here.

You can schedule a call for us to connect about your caregiving journey here.