Joint Account Mistakes You Don't Want to Make... #MedicaidPlanning

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Joint Account Mistakes You Don't Want to Make... #MedicaidPlanning

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Adding your name to a parent’s bank account feels helpful — but it can quietly create serious legal, tax, and Medicaid problems.

In this episode of The Great Wealth Transfer, David Pulcini, CFP®, explains why joint accounts are one of the most misunderstood estate planning tools and how they can backfire during long-term care and Medicaid planning.

We discuss:
• Why joint accounts legally give both people 100% ownership
• How Medicaid reviews joint accounts during eligibility
• Whether nursing homes can access joint account funds
• What happens to a house when long-term care enters the picture
• Smarter alternatives to joint accounts

Good intentions aren’t enough.
Understanding the rules protects your family, your assets, and your relationships.
Email: dpulcini@sixpointfp.com
Phone: (585) 295-8117
Website: sixpointfp.com
Calendly: calendly.com/dpulcini

Recorded at ROC Vox Recording & Production, Rochester, NY

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