Here's the recent articles submitted by dale krause
Articles By dale krause
Have You Heard Of The Pension Protection Act Of 2006?
By: dale krause
The Pension Protection Act of 2006 ("PPA") brought favorable tax changes for long-term care insurance funding beginning January 1, 2010. These important provisions could have a large impact on consumer planning for long-term care events.(read
entire article)
View : 295 Times
Category : Investing / Finance
15 Things You Might Not Know About Medicaid Compliant Annuities
By: dale krause
Dale Krause worked with insurance companies to create the product he needed. After months and months of hard work, and the Deficit Reduction Act of 2005 ("DRA") looming on the horizon, the first Medicaid Compliant Annuity was born.(read
entire article)
View : 309 Times
Category : Investing / Finance
Lopes V. Dept. Of Social Services - Another Win
By: dale krause
John Lopes was married, residing in a nursing home, and in need of assistance. Amelia Lopes, John's spouse residing in the community, purchased a Medicaid Compliant Annuity, and shortly thereafter made a Medicaid application on behalf of her husband.(read
entire article)
View : 330 Times
Category : Legal
Douglas V. Kardos: A Win For California Estate Recovery Against Annuities
By: dale krause
Mr. Schow entered a California nursing home in July of 2002 and received Medi-Cal benefits from that point on, until his untimely death in November of 2003. To establish his Medi-Cal eligiblity Mr. Schow's wife had purchased a Medi-Cal Compliant Annuity.(read
entire article)
View : 365 Times
Category : General
Florida Psk Planning: Increase Control And Reduce Taxes
By: dale krause
A personal services contract (“PSK”) can be an excellent tool to outline the services a caregiver is expected to provide, and compensate the individual accordingly. As long as the services are needed and reasonably valued, the PSK can be an excellent tool to facilitate a Florida Medicaid spend-down.(read
entire article)
View : 430 Times
Category : Insurance
