Rocco Beatrice - Articles

Rocco Beatrice, CPA, MST, MBA, award-winning trust & estate-planning expert.

71 Commercial Street #150 Boston, MA 02109

tel: +1.508.429.0011 fax: +1.508.429.3034

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Medicaid Asset Protection

As tax preparation time begins, many seniors are asking to include Medicaid asset protection as part of their tax planning strategies. For those of you not familiar with the 2005 Tax Reduction Act, some of the provisions address specific transfers by seniors under the new Medicare nursing home provisions.... Read

By: Rocco Beatrice | 08/03/2007 | Finance

How To Hide Assets

In social functions, I always get asked about "How do I hide my assets?" From who are you trying to hide your assets from? Is there a legitimate way to hide your assets? You will know if you have succeeded in hiding your assets if an asset search by an extremely... Read

By: Rocco Beatrice | 08/03/2007 | Finance

Hide My Assets From Medicare

In social functions, I always get asked about the new Medicare nursing home qualifications. Seniors become very anxious about having to spend-down their assets with no cap on the amount that they can keep. This unlimited drain on their funds is of major concern to the healthy spouse,... Read

By: Rocco Beatrice | 15/01/2007 | Finance

How The Nursing Home Spend-Down Program Affects You And Your Family

Your Federal Government has mandated (as of June 30, 2006) that before you qualify for nursing home care, you must spend-down all of your assets. These restrictive new rules are designed to impoverish the healthy spouse. They have mandated a 5 year look-back, that means you better have done something... Read

By: Rocco Beatrice | 15/01/2007 | Finance