Pearson Bollman Law

Serving Clients throughout Iowa and Kansas

Category: Medicaid Planning

Are you concerned about rising healthcare costs and the impact they could have on your financial wellbeing? Medicaid planning can be the solution you’re looking for.

Our team of experts can guide you through the complex process of Medicaid planning, helping you to protect your assets while still qualifying for the assistance that you need. We can help you to understand the rules and regulations surrounding Medicaid eligibility, as well as the many different planning strategies that are available.

From irrevocable trusts and asset transfers to annuities and spend-down planning, we offer a full range of services designed to help you get the most out of your Medicaid benefits. We’ll work with you to develop a customized plan that takes into account your unique situation and goals.

Don’t let healthcare costs erode your savings and financial security. Contact us today to learn more about how Medicaid planning can help you to protect your assets and secure your future.

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medicaid spend down
Elder Law
Matthew Bollman

Medicaid Spend Down: Pay for More Than Just Medical Bills

Medicaid’s spend down rules can be complex, but they also allow flexibility. Learn how you can use extra assets for medical care, home improvements, or essentials while still protecting eligibility. Elder law attorneys can guide you through strategies that safeguard your savings and avoid costly penalties.

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Advanced estate planning strategies for families and business owners.
Elder Law
Matthew Bollman

Communication is Key in Generational Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

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Medicaid Asset Protection Trusts in Iowa
Elder Law
Matthew Bollman

Medicaid Asset Protection Trusts (MAPT) in Iowa

Medicaid Asset Protection Trusts (MAPT) can shield assets from Medicaid and estate recovery if drafted correctly. A recent Iowa Supreme Court case highlights the risks of poorly written irrevocable trusts. Work with experienced elder law attorneys to protect your estate and secure long-term care planning for your family.

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