Maximize Benefits with Medicaid Spend Down Planning Advisor
Real-World Examples and Success Stories
Many families have successfully utilized Medicaid Spend Down Planning to secure their financial future. For instance, a family with a modest income but significant savings might restructure their assets by investing in exempt resources, such as a primary residence or irrevocable trust, to meet Medicaid eligibility requirements1. Another example is reallocating income through Qualified Income Trusts (QITs), which can help individuals qualify for Medicaid while maintaining a portion of their income for personal use2.