Sources index
Where our facts come from.
We cite primary sources on every page. This index aggregates the categories of source we draw on most often. A full searchable database is in development for v2 — for now, this overview tells you what kinds of source the citations you see in our articles trace back to.
Federal statutes & regulations
- — 42 U.S.C. § 1396p (Medicaid look-back, transfers, and liens)
- — 42 C.F.R. Part 435 (Medicaid eligibility regulations)
- — Title XVIII of the Social Security Act (Medicare)
- — Older Americans Act (OAA), 42 U.S.C. § 3001 et seq.
Federal agencies
- — Centers for Medicare & Medicaid Services (CMS)
- — Social Security Administration (SSA)
- — Administration for Community Living (ACL)
- — IRS Publication 502, 503, 526, 559
- — FinCEN Beneficial Ownership Information (BOI)
State statutes
- — Florida Statutes §§ 718 (condominiums), 720 (HOAs), 736 (trusts)
- — Florida Medicaid ESS Policy Manual
- — California Welfare & Institutions Code (Medi-Cal)
- — New York Social Services Law (Medicaid)
Academic & think-tank research
- — Kaiser Family Foundation (KFF) state health-policy reports
- — Genworth Cost of Care Survey (annual)
- — Urban Institute / AARP Public Policy Institute caregiving briefs
- — Health Affairs, Journal of Aging & Social Policy (peer-reviewed)
Every individual citation on a published page links to its primary source. If you find a broken or outdated citation, let us know— we’ll fix it and credit you.
Last updated: May 21, 2026