Planning Ahead: Medicaid, Asset Protection and Real Estate Strategies

Join us in person for a laid-back session where we’ll dive into smart ways to protect your assets, navigate Medicaid, and explore savvy real estate strategies. The right move doesn’t begin with a listing. It begins with a plan. Understand how to protect your assets, preserve your legacy, and plan with intention.

Topics include:

• Navigating the maze of long-term care
• Community vs. Institutional Medicaid
• Factors that impact eligibility
• Countable vs. non-countable assets
• Common issues sellers face
• Uncertainty about their next move
• Significant equity with limited liquidity
• Deferred maintenance expenses
• Introducing new programs such as Make Me Sell, Compass Concierge, and Buyer Demand Insights to help address these challenges.-Q&A with a Trust & Estates Attorney.

Maureen White is a Managing Consultant at Medicaid Solutions. She will cover topics including navigating long-term care, Community vs. institutional Medicaid, factors that impact eligibility, and what qualifies as countable vs. non-countable assets. Work with Maureen to help avoid setbacks or denials.

Sellers today often face uncertainty about their next move, substantial equity tied up in their home but limited liquidity, deferred maintenance costs, and an overall sense of overwhelm when it comes to timing and decision-making. With over 12 years of experience in Westchester County real estate, Melissa Colabella brings clarity and structure to this process by introducing strategic solutions such as Make Me Sell, which allows homeowners to test pricing and demand without going on the open market; Compass Concierge, a no-interest program that covers pre-market improvements and is repaid at closing; and Buyer Demand Insights, which leverages real-time data to inform smarter pricing and positioning decisions. These tools help sellers move forward with greater confidence and control.