Services · Medicaid Asset Protection

Medicaid Asset Protection Planning

The average Pennsylvania nursing home costs over $130,000 a year. Without planning, that bill comes out of your estate first.

Medical Assistance (Pennsylvania's Medicaid program) will pay for long-term care — but only after you've spent down most of your assets. Strategic planning, started early enough, can protect the family home and a meaningful portion of your savings.

The five-year lookback

Transfers of assets in the five years before a Medicaid application can trigger a penalty period during which the applicant is ineligible. The Medicaid Asset Protection Trust (MAPT) is the most common tool — once funded and the lookback runs, the trust assets are off the table.

Crisis vs. proactive planning

Proactive planning, five or more years out, gives the broadest options. Crisis planning — when a loved one is already in care — is narrower but still useful. Spousal protections, caregiver-child transfers, annuities, and gifting strategies all play a role.

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