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Medicaid Planning

Medicaid planning is any assistance provided to a potential Medicaid applicant in advance of, and in preparation for their Medicaid application.  Along with qualifying you for Medicaid benefits, Medicaid planning seeks to accomplish the following goals:

  • Sheltering your countable assets
  • Preserving assets for your loved ones
  • Providing for your healthy spouse (if you're married)

Although Medicaid eligibility rules vary from state to state, federal minimum standards and guidelines must be observed. In order to explain the process and answer any questions you may have prior to planning your long-term care, we will be happy to visit with you  to answer any of your questions.