07/19/2026
One of the biggest mistakes we see is the way families sell a loved one’s home.
If your loved one is in a nursing home or may need long term care soon, please call our office before you ever list the home.
How and when you sell the home matters.
Selling a home for less than the county tax assessed value could result in a Medicaid transfer penalty. Waiting until your loved one is already on Medicaid can also limit your planning options.
The earlier we can help, the better.
In many situations, if we plan before your loved one has spent down their funds, we may be able to sell the home first and reserve those proceeds in a trust to be used later.
The longer you wait, the fewer options you may have.
If you’re thinking about selling a loved one’s home, don’t guess. Sit down with a long term care planner first. We’d much rather help you create a plan before the house is listed than try to fix a problem after it’s sold.
