Month: November 2023

Medicaid’s five-year look-back program

On Behalf of Macri & Associates, LLC | Nov 21, 2023 | Medicaid Planning And Asset Protection

Medicaid is a program designed to assist elderly individuals with low incomes in paying for medical expenses. When a senior applies for the program, Medicaid conducts a five-year look-back or analysis. Applicants must meet strict eligibility criteria, which will be...

Tips for discussing your estate plan with your family

On Behalf of Macri & Associates, LLC | Nov 7, 2023 | Estate Planning

Discussing an estate plan with family members is a delicate matter. It’s a conversation often laden with emotion because of the weight of financial implications and the reminder of mortality. However, this conversation is crucial for ensuring that your wishes are...