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Doctor and Patient

MEDICAID PLANNING

Securing your future with strategic Medicaid planning, preserving your assets and peace of mind.

WHAT IS MEDICAID PLANNING?

Medicaid planning plays a crucial role in long-term care planning by helping individuals and families navigate the complexities of accessing essential care services while preserving assets and financial security. Whether seeking support for home and community-based services or exploring options within institutional care programs, Medicaid planning offers strategic solutions to mitigate the high costs associated with long-term care. Our firm specializes in guiding clients through the intricacies of Medicaid eligibility, asset protection strategies, and the application process, ensuring they receive the care they need without sacrificing their financial well-being.

Home and Community Based Services

HCBS

  • HCBS programs are designed to provide long-term care services to individuals who prefer to receive care in their own homes or communities rather than in institutional settings.

  • These programs offer a variety of services tailored to meet the individual needs of beneficiaries, such as personal care assistance, home health services, adult day care, transportation, respite care, and home modifications.

  • HCBS programs aim to support individuals in maintaining their independence and quality of life while receiving necessary care and support services in a non-institutional setting.

  • Eligibility criteria for HCBS programs may vary depending on the state and the specific program, but generally, individuals must meet certain functional and financial eligibility requirements.

Institutional Care Programs

ICPs

  • ICPs provide coverage for long-term care services provided in institutional settings such as nursing homes, intermediate care facilities, and other residential care facilities.

  • These programs typically cover services such as room and board, nursing care, medical services, therapy services, and assistance with activities of daily living.

  • ICPs are intended for individuals who require a higher level of care that cannot be adequately provided in a home or community-based setting due to medical, functional, or safety reasons.

  • Eligibility for ICPs may be based on medical necessity and functional impairment, as well as financial eligibility criteria established by Medicaid.

MEET YOUR MEDICAID PLANNING TEAM

DOCUMENTS TO DOWNLOAD

Documents Required for Medicaid Application

HCBS Waiver Program - Area Agency Instructions

FREQUENTLY ASKED QUESTIONS

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