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Medicare Optimization

Seniors Need to Know This When Selling Their Home and Other Assets

In a follow up interview, Alexandra Houle, a Medicare expert explains what the Medicare Income-Related Monthly Adjustment (IRMAA) is and how it is affected by asset sales including the sale of your home.  Gains on sale of assets may be used by CMS to calculate your Medicare premiums for a coming year.   You may…

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It’s Time Again for Breakfast (Networking Style)

The Kitsap Providers Breakfast is meeting at Bay Pointe Assisted Living, 966 Oyster Bay Ct, Bremerton, WA 98312 on Tuesday, June 20th, 2023. Jessica Hull, marketing director, and her team will be hosting the event.   The networking meeting will begin promptly at 9:00 am and end at 10:00. If you could, please plan to…

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In Person Event to Learn Medicaid From an Expert

We are pleased to present our second and more granular interview with Medicaid expert and attorney, Aaron Paker, concerning his book “A Washington Residents Guide to Medicaid Long Term Care Benefits”. He dives into how to maneuver COPES, CCRC and other complicated Medicaid terms and give you a path to help with long term care…

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Using Medicaid and Protecting Your Assets

How to pay for long term care as a senior when you need it can be an overwhelming challenge. Most of wait until it is a crisis to address the question. This approach can result in less than satisfactory results. Planning far enough in advance has many advantages including protecting your assets, placement in a…

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