by Andrew Rosenberg | May 13, 2026 | asset protection, Estate Planning, Medicaid
“We thought we were doing the right thing.” That’s how this conversation always starts. Not sometimes. Always. Someone sits down, frustrated, confused, maybe a little panicked. A few years ago, they helped Mom out. Moved some money. Added a name to an account. Sold... by Andrew Rosenberg | Jan 19, 2026 | Estate Planning, Medicaid, Trusts
You’ve probably heard someone say, “Just spend down your assets and apply for Medicaid.” If only it were that simple. That line makes Medicaid planning sound like a last-ditch move. Something you deal with when the money is nearly gone and care is already needed. In... by Andrew Rosenberg | Jan 11, 2026 | asset protection, Estate Planning, Medicaid, Trusts
You’ve probably heard someone say, “Just spend down your assets and apply for Medicaid.” If only it were that simple. That line makes Medicaid planning sound like a last resort. Something you deal with when the money is almost gone and care is already needed. In... by Andrew Rosenberg | Mar 7, 2025 | asset protection, Medicaid
When Carol’s husband, Bill, was diagnosed with advanced Parkinson’s, her world turned upside down. The emotional toll was enough, but then the financial panic set in. “Does this mean I’m going to lose everything to pay for his care?” she asked me, tears welling up.... by Andrew Rosenberg | Feb 21, 2025 | asset protection, Medicaid
When Emily called my office in early January, she was panicked. Her father’s health had declined rapidly over the holidays, and she was drowning in medical bills. “I don’t know why we waited so long to figure this out,” she admitted. Her father could’ve qualified for...