You planned your wedding, buying a home, having children, funding their education, retirement, and any unexpected events through insurance. You have utilized the expertise of Tax Accountants, Real Estate Agents, Mortgage Brokers, Financial Planners, and Insurance Agents to help you maximize your benefits, assets, and minimize risk. You have planned ahead all your life with the help of the appropriate experts. As a result, you are now enjoying the fruits of your labor.
Today, you are healthy but you are aware that in a few years, this may no longer be the case. The cost of living in a long term care facility can devastate your personal finances. You may know someone whose assets had to be depleted in order to qualify for Medicaid; it doesn't have to happen to you. Let our team help you plan for your future.
Most individuals begin planning once admitted into a skilled nursing facility. This delayed planning is a huge mistake which greatly limits your asset preservation options. While we can help in a crisis when a family member requires care, we will in all likelihood be able to preserve less. All of your assets can be preserved and shielded from ever being considered for Medicaid eligibility if you make the appropriate plans and arrangements within the appropriate timeframes. So many clients are unable to take full advantage of our expertise, simply because they called us too late.
Learn from our clients' mistakes and our wealth of knowledge. One meeting with us can preserve your life's work, savings, and planning. You do not have to be in poverty to qualify for Medicaid; you just have to plan ahead.