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Mother and daughter. Mother in wheelchair.

Medicaid Planning Services

About Medicaid

About 70% of people over 65 will likely need some form of long term care. A majority of those will access long term care through their states’ Medicaid program. Medicaid benefits are generally “means tested”, meaning that an applicant must meet the income and asset limits to qualify. All state Medicaid programs are different. Different states offer different services and have different qualification criteria. 

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Navigating the maze of Medicaid qualification can be challenging even in circumstances that seem simple. We do a comprehensive review of our clients’ individual circumstances and priorities, and help our clients find the path out of the maze.

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Need Medicaid Assistance?

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Assess Medicaid Qualifications

Assess Med. Qualifications

Long term care Medicaid qualification includes residency requirements, medical necessity evaluations, and financial assessments. Assisting with Medicaid qualification requires a tailored approach for each applicant. Because each individual’s income, assets, and family situation is unique, a unique approach is required for each client.

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Medicaid Application Assistance

Medicaid Appl. Assistance

Meeting the qualification for long term care benefits is only the first hurdle. Putting together a successful application that shows the state that someone meets the criteria is time consuming and requires knowledge of the application process. We review all the documents that prove qualification and organize them to assist the state in making the correct decision for qualification.

FAQs

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Consultation

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