WE ARE EXPERIENCED
We have a systematic process that is outlined for the client at the outset of the engagement. This process allows us to be thorough and efficient. When no spend down of assets is needed, we can still assist the family with the application process. This takes the stress off the family and ensures it’s done right! We always confirm the facility is being paid. We consider a variety of payor sources, including long term care insurance and public benefit programs.
WE ARE KNOWLEDGEABLE
Strategic planning creates a nest egg for the family, which can be used for items Medicaid does not cover. Upon death, any remaining assets create a lasting legacy. Planning to protect assets from long term care costs is permitted by federal and state law. Families appreciate being informed of their options.
WE ARE RESPECTED
We attend the interviews on behalf of our clients. This has allowed us to create a great relationship with the Medicaid caseworkers and supervisors. We fully disclose all planning to Medicaid. We implement a plan and achieve eligibility…every time.
WE ARE HERE FOR YOU
By letting us handle the process, it is one less thing on your desk. You can trust that it will be completed correctly. We enjoy educating the community. We would love the opportunity to host an “Off the Clock” at your facility.