Medicaid Planning

Can Medicaid Take Your Inheritance?

Gabriel Katzner - September 7, 2026 - Medicaid Planning

Key Takeaways An inheritance can push a Medicaid recipient’s assets over the program’s eligibility limits. Medicaid Estate Recovery pursues repayment from a deceased recipient’s estate, not a living recipient’s benefits. New York Medicaid recovers claims accrued during a recipient’s lifetime, going back up to ten years. Surviving spouses and certain dependents may qualify for deferral […]

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Can You Qualify for Medicaid If You Own a House?

Gabriel Katzner - August 31, 2026 - Medicaid Planning

Key Takeaways A primary residence is generally exempt from Medicaid’s asset limits if you live there or intend to return. New York sets the home equity limit at $1,130,000 for nursing facility and community-based long-term care. Non-primary residences and investment properties are treated differently and may count toward eligibility limits. Medicaid estate recovery may allow […]

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