2024 KrauseReport V1 WEB Flipboook Preview - Flipbook - Page 4
05
09
39 Medicaid Compliant Annuities
61
Long-Term Care Insurance
42
Why Should My Client Use an MCA?
63
Traditional Long-Term Care Insurance
42
MCAs vs. Promissory Notes
65
Asset-Based Long-Term Care Insurance
43
Planning with Traditional IRAs
66
Our LTCI Process
45
Our MCA Process
66
LTCI FAQs
46
MCA FAQs
10
06
67 Medicaid Compliant Annuity
Case Studies
47 Non-Compliant Annuities
49
Annuity Valuation
49
Non-Compliant Annuity Cheat Sheet
07
Community Spouse MCA Plan
71
Institutionalized Spouse MCA Plan
74
“Name on the Check Rule”
77
Gift/MCA Plan
80 Standalone Plan
51
Medicaid Compliant Annuity Strategies
51
MCA Strategies for a Married Couple
56
MCA Strategies for a Single Person
08
68
11
83 Long-Term Care Insurance Case Studies
84
Traditional Long-Term Care Insurance
86
Asset-Based Long-Term Care Insurance
59 Funeral Expense Trusts
Table of Contents
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