Massachusetts Estate Planning, Asset Protection Blog

Massachusetts Estate Planning, Asset Protection Blog: what was in the 5 years of financial records that we would need to produce for Medicaid under its 5-year look back period. As detailed in previous posts, you should not wait until the State asks for the documentation because they typically give you 10 days to produce it under the threat of a denial for lack of documentation. Now you might think, “what’s the big deal? We’ll just refile.” However, if Medicaid denies our application 5 months after we file it, for example, we can only refile and ask for 3 months of retroactive benefits, losing out on 2 months.