Applying for Medicaid

Written By Kevin McKernan

Document Everything: The Paper Trail That Protects You 

The caseworker will request extensive financial documentation - typically five years' worth of bank statements, investment records, property deeds, and documentation for every single transaction. 

Start gathering these documents now. Create a comprehensive file that includes: 

  • Bank and investment account statements 

  • Deeds and titles to property and vehicles 

  • Insurance policies 

  • Pension and Social Security information 

  • Tax returns 

  • Records of any significant gifts or transfers 

Being able to document the reason for every significant financial transaction will make the application process infinitely smoother. 

This document is designed for general information only. The information presented in this document should not be construed to be formal legal or tax advice nor the formation of a lawyer/client.

For further information please contact me at www.kmckernanlaw.com kevin@kmckernan.com or 718-317-5007.

Kevin McKernan
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