Medicaid Planning

01

Asset Protection

Arranging money and property so that people can get Medicaid help when they need it, but still keep some of their money and property safe from being used up by expensive long-term care, like nursing home bills.

02

Income Planning

Managing income sources to meet Medicaid eligibility criteria while ensuring that individuals can still afford their living expenses and medical needs.

03

Utilizing Trusts

Creating irrevocable trusts, like a Qualified Income Trust or special needs trusts, helps keep assets safe from Medicaid rules that require spending them down, while making sure they’re still available for the people who will inherit them.

04

Home Equity Protection

Using an Enhanced Life Estate Deed helps keep ownership of the home safe, protecting its value and stopping Medicaid from taking it after the person has passed away.

05

Medicaid Application

We will work with you to create a personalized plan to help you achieve your financial goals.

06

Financial Planning

We will work with you to create a personalized plan to help you achieve your financial goals.