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Medicaid Planing
What You Can Expect From Us:
We will have an initial meeting that will last between one and two hours. We will talk about your health, about your family, about your past work, about your interests and activities, about your income, and about your assets.
We will review your existing Wills, Power of Attorney Instruments and Health Care Instructions, if you have executed these documents. We likely also will need to review the deed to your home, a copy of any annuity contracts you may have, beneficiary designation statements for any retirement accounts and life insurance policies you may have, and long term care insurance contracts, if you have any. As we talk at our initial meeting, there may be other documents we will need to review.
You may have some of these documents with you when we have our initial meeting. If you do, we may be able to review them at that time. If not, we will give you a written list of any documents we need to review that you did not have at the initial meeting.
Within one week of the initial meeting, you will receive a detailed planning letter from us. The letter will outline what we discussed, will describe the relevant Medicaid eligibility rules, will outline the planning options you have, and will contain a list of specific steps to take to implement the options. The planning letter will be clearly expressed, easy to follow, and easy to understand.
We will review any residence agreements you have been asked to sign by any long term care facility.
We will assist you with the preparation and filing of the Medicaid Application and the Assessment of Spousal Assets Form. Even if you prefer to complete and file those documents on your own, we will give you a list of the documents you likely will need to assemble to file with the Application. We will give this list to you either at our initial meeting or with the initial planning letter.
We will meet with you as often as needed to facilitate the implementation of the plan. You will be encouraged to call us or email us with any questions that arise at any time. When you call, you will not feel like you are annoying us by calling; rather, you will feel welcomed and at ease. We will answer your questions fully and clearly. If we tell you we cannot answer a particular question it is because we need to do some research so as to be sure our answer is correct and complete.
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