Medicaid Annuities & veterans benefits
Asset Preservation Strategies
For Individuals and Families in need of Long Term Care
If you or a loved one is in need of Medicaid or Veteran's benefits for Long Term Care, we can help you with our services for individuals and families.
Asset Preservation Strategies medicaid planning & veterans benefits for nursing home assistance
Asset Preservation Strategies we help Individuals or Attorneys gain benefits for long term care
Manage the Application Process
Here is where experience and past success really matters. Once the application is submitted, normally there are numerous requests for additional information. We respond to those queries for you, and watch over your application to ensure it is progressing through the approval process. We will be your advocate and ensure that your application is not stopped, and is processed and interpreted appropriately by the institution involved.
Once your financial plan is in place, we can help you apply for Medicaid or Veteran's benefits in your state. We assist in completing the initial application, collecting the required additional information required by your state, and file the application for you.
The Planning Letter we create for you will contain the facts and circumstances surrounding your needs and financial situation, and will put forth any available options that you may utilize to qualify for Medicaid or Veteran’s benefits. The use of products such as Medicaid compliant annuities, long term care insurance, single premium life insurance, funeral trusts and burial plans may be a part of the suggested options. We are available to review the Planning Letter and answer your questions and discuss the options available to you, in a simple, non-complicated, clear and concise way.
We start with your story, how you got where you are and what assets and expenses you have. You complete our questionnaire and supply the supporting documentation. We assess where you are medically and financially, determining whether you may qualify for Medicaid or Veteran’s benefits. We compassionately, comprehensively and legally determine your needs and options, to see if your goals can be achieved and whether a plan can be implemented whereby Medicaid or Veteran’s benefits qualification is possible.