Our Medicaid Planning Services

We offer comprehensive Medicaid Planning Services tailored to each client’s needs.  While we can provide all the following services for our client’s, we can also limit our services to only those our client’s need and desire.

✔️ Medicaid Education

Helping families to understand their Medicaid long-term care options and educating them on timelines and their responsibilities during the application process;

✔️ Document Collection

Project managing the family to gather all the necessary financial and personal documentation required for the Medicaid application and organizing that information to enable strategic planning decisions;

✔️ Income and Asset Qualification Strategies 

Strategic planning to help clients meet the income and asset eligibility criteria for Medicaid;

✔️ Asset Protection Strategies 

Strategic planning to help clients protect and preserve their assets for themselves, their spouse, and/or other family members;

✔️ Legal Documents 

Preparing legal documents as necessary for Medicaid eligibility, including without limitation, Qualified Income Trusts, Medicaid Enhanced Powers of Attorney, Health Care Powers of Attorney, Living Wills, and Deeds;

✔️ Medicaid Application Support and Advocacy 

Error-free Medicaid application completion, submission, and advocacy on client’s behalf;

✔️ Medicaid Application Management 

Monitoring the processing of the Medicaid application and responding to any requests from the caseworker for additional documentation to streamline the decision-making process; and

✔️ Post Eligibility Review 

Review the Medicaid application decision for accuracy, including all determinations made with respect to patient liability and/or spousal allowances. Correcting any agency errors or discrepancies and, if necessary, appealing the decision through the State Hearing Process.