Medicaid & Assisted Living Planning
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Pre-planning strategies in this area ideally include five years of lead time and may include exempt resource planning, asset protection trusts, caregiver agreements, gift strategies, disclaimers, and spousal transfers. Sometimes people are unable to take advantage of pre-planning and we refer to this group as crisis planning. There are other tools in crisis planning that may include spend down strategy, gifts (even though they will cause a period of disqualification), may include annuities or promissory notes.
Learn more about Assisted Living Planning and Crisis Planning below.
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WE CAN HELP WITH THE FOLLOWING

Medicaid & Assisted Living Planning:
Pre-Planning
Caregiver Agreements
Crisis Planning
Beneficiary Designation Planning
Power of Attorney
Health Care Directive
Medicaid Asset Protection Trust
Gift Strategies
Medicaid Spend-Down
Medicaid Exemption Planning
Assisted Living Planning
Crisis Planning
Tom and his staff were very helpful and patient in explaining everything to me because I had no idea what I was needing or doing. Very timely and extremely helpful. I have already recommended them to friends who knew I was going through the process.

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Proven Law
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(435) 688-9231