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About Medicaid
About 70% of people over 65 will likely need some form of long term care. A majority of those will access long term care through their states’ Medicaid program. Medicaid benefits are generally “means tested”, meaning that an applicant must meet the income and asset limits to qualify. All state Medicaid programs are different. Different states offer different services and have different qualification criteria.
Navigating the maze of Medicaid qualification can be challenging even in circumstances that seem simple. We do a comprehensive review of our clients’ individual circumstances and priorities, and help our clients find the path out of the maze.
Need Medicaid Assistance?
Assess Medicaid Qualifications
Assess Med. Qualifications
Long term care Medicaid qualification includes residency requirements, medical necessity evaluations, and financial assessments. Assisting with Medicaid qualification requires a tailored approach for each applicant. Because each individual’s income, assets, and family situation is unique, a unique approach is required for each client.
Medicaid Application Assistance
Medicaid Appl. Assistance
Meeting the qualification for long term care benefits is only the first hurdle. Putting together a successful application that shows the state that someone meets the criteria is time consuming and requires knowledge of the application process. We review all the documents that prove qualification and organize them to assist the state in making the correct decision for qualification.
FAQs
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How do I choose people to name as agents?Financial Agent: a financial agent must be someone you trust completely to manage your funds when you are not able. This person will pay bills, manage your 401k, and manage all financial situations. Your agent does not have to be related to you—select a person whom you trust. Healthcare Agent: this agent acts under the authority of power of attorney. Your chosen healthcare agent will make healthcare-related decisions for you when you cannot make them for yourself. It is imperative that this agent has engaged in detailed and intimate conversations with you regarding the levels of care that you would want them to take.
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What if my intended agents do not live near me?Location of your agent should not be an issue in this age of electronic communication and technology. Scanners, telephones, and computers allow for finances to be handled securely from afar. Make certain to keep the contact information for your named agent up to date however.
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What if I don't have anyone to name as an agent?An agent is someone who agrees to serve as your representative, often a relative or a child, however the agent can be anyone you trust to carry out your wishes. Depending upon the size of your estate, you may also create a trust and appoint a corporate trustee. Geriatric care managers can sometimes handle medical-based decisions. This is usually under a fee-based arrangement. If you do not have anyone you trust to name as your agent, get your affairs in order and organized, and speak to an elder law attorney about your potential options.
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Is it okay for my executor to be out-of-state?Yes. Most states allow an executor who lives out of state to be named as the executor. Each state has its own rules for the requirements of such an executor.
Consultation
SCHEDULE AN EVALUATION
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