Let us relieve your worries!
If you would like to proactively plan ahead in the event you or a loved one might need long term care, we will have you complete an intake form to give us a snapshot of you (and your spouse’s) assets and income, family situation, and existing estate documents. After reviewing your intake form and estate documents, we’ll set up a consultation where we will provide recommendations and options. You’ll be able to ask questions and discuss which options are most appealing to you. If some options require legal discussion, we will briefly include attorney Vance Parker in the consultation. If you find you’d like more in-depth information about legal questions or documents, you’ll be able to set up a full consultation with Vance later on.
After our consultation, you’ll receive a written, step by step guide that gives you a customized plan for moving forward. The guide provides the following: An overview of your current financial and legal situation, as well as future options discussed on the call. A detailed description of how you can best protect your assets from the debilitating cost of long term care. An estimate of the cost of long term care in your area. Referrals to our colleagues who can assist with other benefits programs, if applicable. Vance’s assessment of your current Financial Power of Attorney, if applicable. A $350 credit toward our 5 Year Financial Statement Assessment services.
In the last five years, have you gifted money to relatives or friends, bought presents for others, or helped a relative out with a bill? If so, you could be at risk for a transfer penalty! Under federal Medicaid law, the transfer of assets within the five years prior to applying for Medicaid is called a transfer penalty and will render you ineligible for Medicaid if not remedied. Upon submission of your Medicaid application, the last five years of your bank statements will be meticulously scrutinized for these transfer penalties and for other transactions that are a red flag for Medicaid qualification.
This review by Medicaid is one of the most complex and rigorous steps of the application process and causes many families to have their applications rejected. You don’t want to leave this step up to chance. By having our expert team assess your banks statements ahead of the application process, you can ensure that your application will have the best chance of being approved. The review will include a written analysis of both income and expenses, as well as recommendations on how to cure any issues that are discovered. If you later decide you would like the Comprehensive Medicaid Package, you will receive a $500 credit toward that service.
In the last five years, have you gifted money to relatives or friends, bought presents for others, or helped a relative out with a bill? If so, you could be at risk for a transfer penalty! Under federal Medicaid law, the transfer of assets within the five years prior to applying for Medicaid is called a transfer penalty and will render you ineligible for Medicaid if not remedied. Upon submission of your Medicaid application, the last five years of your bank statements will be meticulously scrutinized for these transfer penalties and for other transactions that are a red flag for Medicaid qualification.
This review by Medicaid is one of the most complex and rigorous steps of the application process and causes many families to have their applications rejected. You don’t want to leave this step up to chance. By having our expert team assess your banks statements ahead of the application process, you can ensure that your application will have the best chance of being approved. The review will include a written analysis of both income and expenses, as well as recommendations on how to cure any issues that are discovered. If you later decide you would like the Comprehensive Medicaid Package, you will receive a $500 credit toward that service.
In the last five years, have you gifted money to relatives or friends, bought presents for others, or helped a relative out with a bill? If so, you could be at risk for a transfer penalty! Under federal Medicaid law, the transfer of assets within the five years prior to applying for Medicaid is called a transfer penalty and will render you ineligible for Medicaid if not remedied. Upon submission of your Medicaid application, the last five years of your bank statements will be meticulously scrutinized for these transfer penalties and for other transactions that are a red flag for Medicaid qualification.
This review by Medicaid is one of the most complex and rigorous steps of the application process and causes many families to have their applications rejected. You don’t want to leave this step up to chance. By having our expert team assess your banks statements ahead of the application process, you can ensure that your application will have the best chance of being approved. The review will include a written analysis of both income and expenses, as well as recommendations on how to cure any issues that are discovered. If you later decide you would like the Comprehensive Medicaid Package, you will receive a $500 credit toward that service.
If you prefer to review and assess your own financial statements and to submit your Medicaid application yourself, we can provide a written, step by step guide of what you will need to do. Along with the guide, we provide a written checklist of all the documents you need for the application process, a blank application form, a guide to what the Medicaid workers usually focus on, and other resources that will make the process easier for you. If you later decide you would like the Comprehensive Medicaid Package, you will receive a $500 credit toward that service.
If you prefer to review and assess your own financial statements and to submit your Medicaid application yourself, we can provide a written, step by step guide of what you will need to do. Along with the guide, we provide a written checklist of all the documents you need for the application process, a blank application form, a guide to what the Medicaid workers usually focus on, and other resources that will make the process easier for you. If you later decide you would like the Comprehensive Medicaid Package, you will receive a $500 credit toward that service.
If you prefer to review and assess your own financial statements and to submit your Medicaid application yourself, we can provide a written, step by step guide of what you will need to do. Along with the guide, we provide a written checklist of all the documents you need for the application process, a blank application form, a guide to what the Medicaid workers usually focus on, and other resources that will make the process easier for you. If you later decide you would like the Comprehensive Medicaid Package, you will receive a $500 credit toward that service.
We have developed a two step process for handling your Medicaid application from beginning to end. First, we review the last 5 years of all financial statements for potential gift transfers and other red flags that Medicaid typically questions. In the rare case where the financial statements indicate a very complex scenario requiring complicated resolutions to problems encountered, we consult with you about next steps. But typically, we can move on to the remainder of the process.
Based on the financial statement review, we recommend cures to gifts and provide options for “spend downs.” We review life insurance policies and funeral contracts. We involve attorney Vance Parker to review your financial power of attorney and offer suggestions for protecting the home from Estate Recovery. We also provide notarial services related to further legal work that you might need, like re-deeding the house, promissory notes, trusts and caretaker agreements. (Attorney Vance Parker would provide a separate consultation and legal fee quote for drafting legal documents.)
We prepare and submit the Medicaid application and provide full advocacy during the 45 day application period, including working with the nursing facility to obtain required forms and information, answering Medicaid caseworker questions and providing them with additional requested information, researching special circumstances, contacting the State level of Medicaid office if need be, aiding in contacting the Department of Veteran’s Affairs if need be, keeping track of deadlines, and providing the caseworker with case law and Medicaid policy citations if they don’t know the laws and policies themselves (which they often don’t). We keep you informed and fight tenaciously for you from beginning to end.
We have developed a two step process for handling your Medicaid application from beginning to end. First, we review the last 5 years of all financial statements for potential gift transfers and other red flags that Medicaid typically questions. In the rare case where the financial statements indicate a very complex scenario requiring complicated resolutions to problems encountered, we consult with you about next steps. But typically, we can move on to the remainder of the process.
Based on the financial statement review, we recommend cures to gifts and provide options for “spend downs.” We review life insurance policies and funeral contracts. We involve attorney Vance Parker to review your financial power of attorney and offer suggestions for protecting the home from Estate Recovery. We also provide notarial services related to further legal work that you might need, like re-deeding the house, promissory notes, trusts and caretaker agreements. (Attorney Vance Parker would provide a separate consultation and legal fee quote for drafting legal documents.)
We prepare and submit the Medicaid application and provide full advocacy during the 45 day application period, including working with the nursing facility to obtain required forms and information, answering Medicaid caseworker questions and providing them with additional requested information, researching special circumstances, contacting the State level of Medicaid office if need be, aiding in contacting the Department of Veteran’s Affairs if need be, keeping track of deadlines, and providing the caseworker with case law and Medicaid policy citations if they don’t know the laws and policies themselves (which they often don’t). We keep you informed and fight tenaciously for you from beginning to end.
We have developed a two step process for handling your Medicaid application from beginning to end. First, we review the last 5 years of all financial statements for potential gift transfers and other red flags that Medicaid typically questions. In the rare case where the financial statements indicate a very complex scenario requiring complicated resolutions to problems encountered, we consult with you about next steps. But typically, we can move on to the remainder of the process.
Based on the financial statement review, we recommend cures to gifts and provide options for “spend downs.” We review life insurance policies and funeral contracts. We involve attorney Vance Parker to review your financial power of attorney and offer suggestions for protecting the home from Estate Recovery. We also provide notarial services related to further legal work that you might need, like re-deeding the house, promissory notes, trusts and caretaker agreements. (Attorney Vance Parker would provide a separate consultation and legal fee quote for drafting legal documents.)
We prepare and submit the Medicaid application and provide full advocacy during the 45 day application period, including working with the nursing facility to obtain required forms and information, answering Medicaid caseworker questions and providing them with additional requested information, researching special circumstances, contacting the State level of Medicaid office if need be, aiding in contacting the Department of Veteran’s Affairs if need be, keeping track of deadlines, and providing the caseworker with case law and Medicaid policy citations if they don’t know the laws and policies themselves (which they often don’t). We keep you informed and fight tenaciously for you from beginning to end.
Often families are unprepared and overwhelmed by the unanticipated stress and demands of caring for an aging parent or relative, particularly those with Alzheimer’s or dementia. You may not know where to turn for help or how to find the necessary resources. In the years we have spent helping families with their long term care needs, we have developed relationships with a team of experienced colleagues who can help with all aspects of senior care. We coordinate a holistic, team based approach for families struggling with the demands of an elderly loved one’s care.
We have colleagues who can answer questions regarding government benefits, such as Medicare, Social Security, disability and veteran’s benefits. We also have colleagues who can address your loved one’s personal care needs, such as home health services, adult day care, geriatric services, nursing assessments and nursing care. And lastly, we have colleagues who can help with home and finances, such as home organizing and de-cluttering, downsizing, yard sales, accounting, financial management and rental management. We can coordinate as much or as little as you’d like with the necessary professionals to enhance your loved one’s quality of life, from just a simple introduction, to being the main liaison, coordinating everything your loved one needs.
Often families are unprepared and overwhelmed by the unanticipated stress and demands of caring for an aging parent or relative, particularly those with Alzheimer’s or dementia. You may not know where to turn for help or how to find the necessary resources. In the years we have spent helping families with their long term care needs, we have developed relationships with a team of experienced colleagues who can help with all aspects of senior care. We coordinate a holistic, team based approach for families struggling with the demands of an elderly loved one’s care.
We have colleagues who can answer questions regarding government benefits, such as Medicare, Social Security, disability and veteran’s benefits. We also have colleagues who can address your loved one’s personal care needs, such as home health services, adult day care, geriatric services, nursing assessments and nursing care. And lastly, we have colleagues who can help with home and finances, such as home organizing and de-cluttering, downsizing, yard sales, accounting, financial management and rental management. We can coordinate as much or as little as you’d like with the necessary professionals to enhance your loved one’s quality of life, from just a simple introduction, to being the main liaison, coordinating everything your loved one needs.
Often families are unprepared and overwhelmed by the unanticipated stress and demands of caring for an aging parent or relative, particularly those with Alzheimer’s or dementia. You may not know where to turn for help or how to find the necessary resources. In the years we have spent helping families with their long term care needs, we have developed relationships with a team of experienced colleagues who can help with all aspects of senior care. We coordinate a holistic, team based approach for families struggling with the demands of an elderly loved one’s care.
We have colleagues who can answer questions regarding government benefits, such as Medicare, Social Security, disability and veteran’s benefits. We also have colleagues who can address your loved one’s personal care needs, such as home health services, adult day care, geriatric services, nursing assessments and nursing care. And lastly, we have colleagues who can help with home and finances, such as home organizing and de-cluttering, downsizing, yard sales, accounting, financial management and rental management. We can coordinate as much or as little as you’d like with the necessary professionals to enhance your loved one’s quality of life, from just a simple introduction, to being the main liaison, coordinating everything your loved one needs.
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