Medicaid Planning

We help seniors with chronic care needs and individuals with disabilities qualify and apply for Medicaid benefits. Medicaid is a needs-based program with strict and ever-changing income and asset rules. If you or a loved one needs skilled nursing care at home or in a facility, we’ll help you understand the current guidelines and develop a plan to qualify for Medicaid services.

Join one of our free client workshops to learn how Medicaid eligibility differs for in-home versus nursing home care. We’ll also cover how to protect your assets with Medicaid Trusts, use Pooled Trusts to preserve income for home care, and establish Supplemental Needs Trusts to protect loved ones with disabilities.

For more urgent situations, we offer private consultations for last-minute Medicaid Crisis Planning at a competitive fee. During these sessions, we thoroughly review your financial situation and provide tailored recommendations to protect your assets and create a spend-down strategy — helping you or your loved one qualify for Medicaid as quickly and effectively as possible.