1. Initial Assessment
The process of Medicaid planning begins with a thorough assessment of the client’s financial situation. Our team reviews Medicaid eligibility and determines if the client actually qualifies for Medicaid. If he or she does not, we find and present the best solutions to help the client get qualified.
2. Explore Opportunities
Once we’ve evaluated the client’s situation, we explore ways to preserve assets as much as possible within Medicaid Rules. Our goal during this process is to keep the client from spending down their entire life-savings in order to qualify for Medicaid.
3. File an Application
Once we’ve equipped clients with the proper information necessary to complete their Medicaid application, the client has two options. He or she can handle the application process on their own, or they can have Medicaid Consulting Group manage the representation and filing of the application.
