Our Medicaid Planning Services

In our initial consultation, we conduct a thorough review of your financial situation and care needs to develop a tailored Medicaid planning strategy. We focus on protecting your assets and ensuring that you meet Medicaid eligibility requirements. Whether you're preparing for future care needs or addressing an immediate situation, we provide clear, compassionate guidance throughout the process, helping you secure the support you need while safeguarding your financial well-being.

We offer a comprehensive range of Medicaid Planning services, including:

• Eligibility Assessment: Evaluate your current financial and health situation to determine Medicaid eligibility.
• Asset Protection Strategies: Develop strategies to protect your assets while meeting Medicaid requirements.
• Income and Resource Planning: Optimize your income and resources to comply with Medicaid rules.
• Trust Creation: Establish trusts to safeguard assets and ensure Medicaid compliance.
• Medicaid Applications: Prepare and submit Medicaid applications and manage the approval process.
• Long-Term Care Planning: Plan for long-term care needs in a way that aligns with Medicaid guidelines.
  

The Probate Medicaid Planning Process

01

Discuss your Financial Situation and Care Needs

02

Analyze your assets and Plan

03

Prepare and Submit Applications

04

Implement Asset Protection

05

Provide Ongoing Support

Navigate Future Care Needs with Confidence and Clarity