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 | Oct 26, 2025 | asset protection, Estate Planning, Medicaid
A woman once came into my office worried about what would happen if her husband needed nursing home care. They’d saved, paid off their house, and done everything “right.” Then she watched her neighbor lose nearly everything to long-term care costs and thought, “Are we... by Andrew Rosenberg | Jul 18, 2025 | Estate Planning, Medicaid, Trusts
We thought we had more time. Then Mom fell. Cue the panic, the paperwork, the “what do we do now?” chaos. That’s how it happens. One minute you’re talking about dinner plans. The next, you’re Googling “nursing homes near me” at midnight and arguing about whether...