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Medicaid Planning

Medicaid planning encompasses a wide variety of services. Generally speaking, we assist applicants with the preparation of their application. Our experience helps clients navigate potential pitfalls and maximize their benefits.

Medicaid Planning

Medicaid is a government funded program that pays for Long Term Care to help people meet both medical and non-medical needs over a long period.

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Medicaid vs Medicare

While they are often confused with each other, it is important to understand a critical difference between the two.

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Special Needs Trust

A Special Needs Trust is created solely for the need to hold assets of an individual without jeopardizing that person’s eligibility for Supplemental Security Income or Medicaid.

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Qualified Income Trust

If an applicant receives too much income, then the applicant would be ineligible for Medicaid services. The Qualified Income Trust captures all of the income above the limit and deposited into a separate checking account.

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