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Medicaid

What Assets are Exempt from Medicaid’s Asset Test?

Understanding which assets are exempt from Medicaid can make a significant difference when planning for long-term care. While Medicaid has strict financial limits, certain assets—such as a primary residence, personal belongings, and specific income sources—may...

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Newsletter

October 2025 Newsletter

This quarter, we are focusing on frequently asked questions regarding coming changes to Medicaid after the “One Big Beautiful Bill Act” was signed into law on July 4, 2025.

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Newsletter

July 2025 Newsletter

This quarter, we are focusing on Utah Senior Planning’s network of trusted professionals who provide a vast array of services that allow us to understand all aspects of senior planning and how everything works together...

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Newsletter

April 2025 Newsletter

This quarter, we are focusing on Medicaid crisis planning. Long-Term Care Medicaid programs have a 5 year look back period, so many seniors prefer to plan ahead for potential long-term care as part of their...

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