Due to the rising costs of long-term care, planning for Medicaid is more important than ever. Planning can occur at the time of a Medicaid “crisis” when a client is already in or set to be admitted to a nursing or assisted living facility, or planning can take place years before with the creation of a purposeful gifting strategy.

Planning and qualifying for Medicaid assistance can be extremely complicated. Not only are the Medicaid rules difficult to navigate, but also those rules change several times each year. In addition, there is much misinformation about Medicaid qualification found online and provided by well-meaning family and friends.

Every client’s situation is different when it comes to Medicaid planning and eligibility. Our office provides assessment of planning options in light of the Medicaid rules and detailed guidance throughout the Medicaid application process.