The Process - Medicaid Solutions

The key to effective planning is to remain organized.

Your thinking + My structure = A result that works

Consultation

I answer all your questions, then evaluate your individual and unique situation and create a very specific plan to meet your desired long term care needs.

Strategy

I help you to preserve your hard-earned assets and yet remain eligible for Medicaid.

Medicaid Application

I complete the entire Medicaid application process — educating about necessary documentation, then filing the entire (and very complex!) Medicaid application.

Implementation

Once approved, I make all necessary referrals for services and participate in the Medicaid home care assessment to insure you can receive the maximum benefits.

Support

I provide ongoing support and/or case management as needed.

Need a Consultation?

Would you like to set up a consultation appointment now? Please complete the form below and just submit the button.

NEED A CONSULTATION?

Would you like to set up a consultation appointment now? Please complete the form below and just submit the button.

An Important word about Medicaid:

It can make a big difference for you in the coming years.

Home care is very expensive.

But Medicaid can make it possible:

In community Medicaid there is no five-year look back for transfers of assets, so you can protect your assets and still qualify.
You can own your own home as long as you live there.
Your retirement assets do not count toward Medicaid eligibility if you take the required distribution.
Income that exceeds the Medicaid poverty level can be protected via a New York State pooled trust.

Medicaid can be vitally beneficial — but securing these benefits is a very complex process. There is no substitute for a knowledgeable professional.