Think You Know How Medicaid Works in Florida? You May Be Surprised.

Watch Our Free On-Demand Webinar: Busting 5 Myths About Medicaid

When a loved one needs long-term nursing home care, families often find themselves facing confusing rules, conflicting advice, and potentially significant costs.

You may have heard that you have to sell your home. That you need to spend everything you’ve saved. Or that having too much income automatically means you can’t qualify for Medicaid.

Before you make an important financial or legal decision based on something you’ve heard, get the facts.

In this free on-demand webinar, William “Bill” O’Leary, senior attorney and owner of Legacy Planning Law Group, explains five common misconceptions surrounding Florida Medicaid planning and what families should understand when preparing for long-term care.

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Available on demand. Watch at a time that’s convenient for you.

What You’ll Learn

During this educational webinar, Bill explains some of the most common areas of confusion surrounding Medicaid and long-term nursing home care in Florida, including:

Myth #1: “I Have to Sell My Home to Qualify for Medicaid.”

Learn how Florida Medicaid generally treats homestead property and why owning your home does not necessarily prevent you from qualifying.

Myth #2: “My Income or Assets Are Too High, So I Can't Qualify.”

Medicaid eligibility involves specific income and asset rules, but exceeding a limit does not necessarily mean Medicaid planning is off the table. Bill discusses some of the legal planning tools that may be available depending on your circumstances.

Myth #3: “I Have to Spend Everything Before Medicaid Will Help.”

Many families assume they simply have to keep paying privately for nursing home care until their savings are depleted. You’ll learn why that isn’t necessarily the only option and why proper planning matters.

Myth #4: “The Medicaid Application Is Simple — I Can Handle It Myself.”

Medicaid eligibility involves much more than completing a form. Bill explains the medical, income, asset, and transfer requirements involved and why documentation and timing can matter.

Myth #5: “I Don't Need an Attorney for Medicaid Planning.”

Medicaid planning can involve complex legal and financial decisions. You’ll learn why advice found online—or even well-intentioned advice from friends, family members, or others—may not reflect your particular circumstances or Florida’s rules.

Medicare and Medicaid Aren’t the Same Thing

This is one of the biggest sources of confusion for families.

Medicare is primarily health insurance and may cover certain short-term rehabilitation needs. Medicaid plays a very different role when someone requires long-term nursing home care.

Understanding that difference before your family is facing a crisis can help you ask better questions and make more informed decisions.

The webinar explains the distinction in plain English.

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Why Understanding Your Options Matters

Long-term nursing home care can be a significant expense for a family.

Unfortunately, many people don’t begin thinking about how they will pay for care until something happens—a fall, hospitalization, stroke, cognitive decline, or another unexpected health event.

Suddenly, the family is trying to make medical, financial, and legal decisions at the same time.

That’s exactly when misinformation can become costly.

Our goal is to help you understand the rules, separate fact from fiction, and have greater clarity about the questions you should be asking.

You’ll Also Learn About Important Medicaid Planning Concepts

Bill provides an introduction to several concepts families frequently encounter when researching Florida Medicaid planning, including:

The Medicaid five-year look-back period
Countable versus exempt assets
Medicaid’s income and asset requirements
Qualified Income Trusts
Personal care contracts
Spousal planning considerations
Lady Bird deeds in Medicaid planning
Medicaid estate recovery
Why every family’s situation needs to be evaluated individually

You don’t need to understand all of these terms before watching.

That’s the point of the webinar.

Bill breaks complicated concepts into understandable information so you can become better informed about the decisions ahead.

Meet William “Bill” O’Leary

Senior Attorney & Owner, Legacy Planning Law Group

Bill O’Leary has practiced law for nearly four decades and leads Legacy Planning Law Group in Jacksonville, Florida.

The firm’s practice focuses on three closely related areas:

Estate Planning | Elder Law | Probate

Bill and the Legacy Planning Law Group team help individuals and families navigate complicated planning decisions with greater clarity and confidence.

Their guiding philosophy is simple:

Protect Your Family. Preserve Your Legacy.

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