Medicaid Planning

Medicaid planning is the process of arranging a person's finances to align them with the Medicaid rules.The principal goal of Medicaid planning is …

Protecting Assets

One of the biggest threats to your assets in life is the potential cost of long-term care. With the cost of care growing beyond the rate of …

Understand Mediciad

Medicaid is a difficult system to understand. Most people have to figure it out at the same time they're having to deal with placing an incapacitated …

The Need For Planning

Society is living longer. We would normally think this is a good development. However, many of our seniors haven't planned to live nearly as long as …

Help for you

Find out how Medicaid Planning Can Help You

75% of people will require Long Term Care during their life…

Our Services

Smart Strategies for Medicaid Planning

Need For Planning

Society is living longer. We would normally think this is a good development. However, many of our seniors haven't planned to live nearly as long as they are and the need for long-term care is on …

About Us

A significant amount of Americans need long-term care in nursing homes and many wind up going broke trying to pay for the high costs of care.Many think that Medicare will pay for the costs of the …

Planning Tools

While our planners have a large array of tools and strategies to assist you in achieving your Medicaid planning goals, the following is a summary of the top tools used to achieve …

Quick Facts

Society is living longer. We would normally think this is a good development. However, many of our seniors haven't planned to live nearly as long as they are and the need for long-term care is on the rise.With the baby boom generation reaching …

About us

Our Commitment to Excellence

Our Mission

We strive to treat every person as if they were our most valued asset. We specialize in protecting what our clients have earned and the family members that they care about. We hold our practice to the highest standard as if we were preparing your plan for ourselves.

Our Expertise

We strive to provide the best advice, assistance, and planning possible. We provide a group of the most educated, qualified professionals in the subject at hand. Our network of consultants, financial counselors, attorneys and tax accountants are at the forefront of this topic, regularly writing articles and books on the subject.

Our Guarantee

Not only are we state-of-the-art in our professional knowledge and experience, but we practice the little things that count with the relationships we develop with our clients. We make every effort to inform and educate our clients so that they have full comprehension over the obstacles and choices they face and the complicated process they need to go through to achieve their desired result.

News

Our Stunning News

New Medicaid 2017 Figures for Long-Term Care
The Centers for Medicare and Medicaid Services (CMS) have given us the new annual spousal impoverishment figures for 2017. In turn, we like to give our friends ...
CMS final rule takes effect today
The final rule affecting Skilled Nursing Facilities that accept Medicaid takes effect November 28, 2016, with one exception. The provision banning arbitration provisions from nursing home admissions ...
Nursing home arbitration rule change likely counterproductive
The Centers for Medicare and Medicaid Services (CMS) – the government entity that runs Medicare and Medicaid – has proposed a rule change that takes effect this ...

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