The More Affordable “Family Office”

The More Affordable “Family Office” | Peter Gordon

{3:00 minutes to read} Recently, I was referred by an attorney to a prospective client, Jane. She is helping her parents, who are both in their 90’s and live in an assisted living apartment. Jane coordinates their healthcare needs and pays their bills. Recently, her attorney applied for, and received, Community Medicaid. When receiving Community Medicaid you’re required to pay all the bills through a Pooled Income Trust, and while not exceedingly difficult, it involves a lot of bookkeeping and knowledge of the rules.

Click here to read Peter Gordon's full article...