Planning review

Discuss Your Medicaid & Nursing Home
Asset Protection Options.

Share a little about what is happening.

How it works

A clearer picture begins with a few details.

Four short steps: the person who needs care, care and timing, assets and income, then any application and how to reach you.

  1. 01 / The person who needs care
  2. 02 / Care and timing
  3. 03 / Assets and income
  4. 04 / Applications and contact
1. The person who needs care
Who needs care?
Is the person who needs care married?
2. Care and timing
Is the person in a nursing home now?
Likely admission to a nursing home
Is care being paid for privately now (from income or savings)?
3. Assets and income
Does the person own a home?
Any other real estate?
Any retirement accounts (an IRA, a 401(k) or similar)?
Any recent gifts or transfers of money or property?
4. Applications and contact
Has Medicaid already been applied for?
Was the application denied?
Is a power of attorney available?