We assist clients with getting long-term care Medicaid while preserving assets. It can be as simple as assistance with the collection and preparation of documents or as complicated as a complete re-structuring of one’s financial assets. It’s a comprehensive service that takes you and your loved one through the entire process from assessment, to coming up with an overall plan that includes, overcoming barriers such as excess income or assets, applying for Medicaid, and following it all the way through to receiving benefits.
Much of the complexity associated with Medicaid planning occurs when an individual’s monthly income or assets are over the financial eligibility limits. Excess assets can be converted into non-countable assets. However, these transactions require financial and sometimes legal expertise. If done incorrectly it could result in Medicaid ineligibility. There can also be major complicating factors like when one spouse requires long-term care and the other can live independently. How are their incomes and assets divided? These are just some of the areas we can help. We are known for being able to handle the most complicated cases. Even if your loved one is already receiving care we can most likely help.
