Special Needs Planning with Consolidated Planning Group
Special Needs Planning with Consolidated Planning Group · Nov 10, 2026 · 1:00:51
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
It seemed bogus, but it is real - your state may try to come after your money when your loved one passes away. You won't want to miss this discussion with Special Needs Attorney Jennifer Coulter as she explains how states seek to recoup costs associated with long-term care services provided to Medicaid beneficiaries after their passing. You’ll learn about the Medicaid Estate Recovery Program and its requirements, including how it affects assets that go through probate and those that do not. You will also learn the things you can do to protect your assets! 👋 Thanks for watching! Learn more about our services at 🌐 www.consolidatedplanninggroup.com 📅 Book your free Zoom consultation: www.consolidatedplanninggroup.com/form-once 📞 Call us at: 281-690-1177 📧 Email: Contact@cpgcares.net Follow Us on Social Media: 📘 Facebook: facebook.com/consolidatedplanninggroup 📸 Instagram: instagram.com/consolidatedplanninggroup
Episodes: Special Needs Planning with Consolidated Planning Group