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Online & Downloadable Resources:

Medicaid & Long Term Care Planning | Medicare A/B/C/D | Healthcare | Health Insurance | HSAs (21 Resources)

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Medicaid & Nursing Home Planning:

Guide: Nursing Home & Medicaid Planning

Booklet: Understanding Medicaid

Guide: Trust & Estate Planning Primer

Brochure: Living Trusts

Brochure: Medicaid

Checklist: What Issues Should I Consider For My Aging Parents?

Brochure: Questions & Answers When Looking For An Elder and Special Needs Law Attorney

Guide: Questions to Ask an Aging Parent

Medicare Part A | Part B | Part C (a.k.a. Medicare Advantage) | Part D:

Brochure: Medicare

Brochure: Medicare Part B

Brochure: Medicare Part D

Brochure: Coordination of Health Insurance Benefits With Traditional Medicare

Flowchart: Am I Eligible For Medicare Part A & Part B?

Flowchart: Will I Be Enrolled Automatically In Medicare?

Flowchart: Will I Avoid Medicare Enrollment Penalties?

Flowchart: Should I Change My Medicare Coverage During Open Enrollment?

Flowchart: Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?

HSA's | Health Insurance in Retirement | Long Term Care Insurance:

Brochure: Planning for Health Care Decision Making

Flowchart: Will Healthcare Change As I Transition Into Retirement?

Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

Checklist: What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?

Flowchart: Will The Distribution From My HSA Be Tax & Penalty-Free?

Flowchart: Can I Make A Deductible Contribution To My HSA?

Checklist: What Issues Should I Consider When Purchasing Disability Insurance?

Checklist: What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

Checklist: What Issues Should I Consider When Purchasing Long-Term Care Insurance?

Brochure: Long-Term Care Insurance

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