Krause Financial
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Providing asset preservation solutions for estate planning and elder law attorneys and their clients.
Despite the non-assignable language in the annuity policy, Third-party offer letters have caused confusion about MCA Medicaid compliance in the past. 🤔
Fair hearings and Wisconsin guidance confirmed the annuity has no assignable or market value, assuring the MCA is Medicaid compliant. 🔒 Listen to the full conversation by visiting the comments. 👇
07/07/2026
When a married client suddenly needs long-term care, the financial conversation is rarely easy. 🤔 Couples who have spent their lives saving for retirement are often blindsided when Medicaid’s asset rules quickly erode what they’ve spent so much time building. That's where an MCA can help. 👇
Protecting the Community Spouse: How Medicaid Compliant Annuities Preserve Assets in a Crisis Explore how Medicaid Compliant Annuities can help married couple protect their life savings in the face of a sudden long-term care need.
02/07/2026
In honor of , our office will be closed tomorrow, July 3rd. We hope you all have a wonderful holiday weekend! ⭐
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Opening Hours
| Monday | 07:00 - 17:00 |
| Tuesday | 07:00 - 17:00 |
| Wednesday | 07:00 - 17:00 |
| Thursday | 07:00 - 17:00 |
| Friday | 07:00 - 13:00 |
