Medicaid Continuity Consultation

Is Medicaid Continuity Consultation right for you?

Medicaid Continuity Consultation is a service that helps you maintain your Medicaid eligibility when your financial situation changes (e.g. you receive an inheritance).

Who is this service for?

A Medicaid Continuity Consultation is a great fit for loved ones who are currently benefiting from Medicaid services, but may have recently come across some form of inheritance or similar windfall in the form of life insurance, sale of a home, and so on. Their current benefits may now be in jeopardy, especially where the new assets are not likely to cover long-term care, at least not for long.

How we help?

If a loved one is already receiving Medicaid benefits, you are probably aware of the cost of long-term care, whether in a nursing home, assisted living, or even in-home care. Medicaid is likely covering most, if not all, of these current long-term care expenses, which can quickly add up to financial ruin if Medicaid assistance were to disappear suddenly. What we provide is detailed information directly from a Certified Medicaid Planner, who will be able to guide you and your family in the best possible next steps to avoid large sums in out-of-pocket expenses and offer asset protection strategies.

What to expect?

We start with a free phone consultation where we assess whether and how we can help and decide how to proceed. This call takes about 20 minutes. Next, we schedule a meeting where we review your family situation in detail. This is a one-hour call with our senior benefits adviser, a Certified Medicaid Planner, Michael Guerrero.

We then prepare a customized plan with financial strategies, information about programs, and recommendations for making the most of your new financial situation without losing Medicaid benefits for your elderly loved one. You will receive a written plan, outlining the discussed information, and providing a clear understanding of the best path forward for your family.

The plan will include:

A clear, simple action plan on how to avoid Medicaid gap times or penalties;
Insider tips and step-by-step instructions on how to navigate complicated benefits programs;
Referrals to our network of trusted local service providers (when appropriate).

How to get started?

Fill out the contact form below and one of our benefits associates will be in touch soon to arrange for a free initial consultation to determine if this service is a good fit for your situation.