Protecting Your Family's Assets While Securing the Medicaid Benefits You Need

A steady foundation for your family’s future: Medicaid asset protection from your trusted Certified Medicaid Planner in Pennsylvania.

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Facing a long-term care crisis can be overwhelming, especially when you’re also trying to understand Medicaid rules, asset limits and the five-year lookback period. Our Medicaid planning services are designed to provide the protection families need with guidance from your trusted Certified Medicaid Planner, serving families across Pennsylvania from our Bucks County office.

We help Pennsylvania families qualify for Medicaid long-term care benefits while using asset protection Medicaid strategies to safeguard what they’ve worked hard to build.

Our Medicaid Planning Services: Assess, Apply, Advocate

Family meeting about asset protection Medicaid planning in Pennsylvania

Assess

We review your full financial picture, including assets, income, and existing planning. We identify exactly where you stand against Pennsylvania's Medicaid eligibility rules.

Medicaid Eligibility assessment
Couple reviewing paperwork with an asset protection Medicaid planner in Pennsylvania

Apply

We build a compliant asset protection strategy first. Then we prepare and submit a complete, accurate Medicaid application, reducing the risk of delays or denials.

Medicaid application assistance
Advocate shaking hands with client after Medicaid asset protection appeal in Pennsylvania

Advocate

If the county assistance office has questions or requests additional documentation, we handle it. If they issue an improper denial, we stand with you through the follow-through.

medicaid advocacy

Flat fees, quoted in writing before any work begins. No hourly billing and no surprises. Learn how we handle Pennsylvania nursing home Medicaid cases, or read our FAQs.

Why Fieldstone is Your Medicaid Planner in Pennsylvania

  • Years of hands-on experience in long-term care, including owning and operating a nursing home and assisted living community. This gives us a rare inside view of how facilities and county caseworkers actually evaluate applications.
  • Pennsylvania-specific expertise. As your Certified Medicaid Planner in Pennsylvania, we know the state's income and asset limits, spousal protections, and how local county assistance offices process applications.
  • A clear, honest process - we tell you what's realistic for your situation before you pay us anything.
More About Us
A caregiver smiling with a resident.

Your Pathway to Medicaid Approval, Guided by a Certified Medicaid Planner

At Fieldstone Medicaid Planning, our goal is to clarify the long-term care Medicaid application process and offer expert, personalized guidance at every step. You can review general program details on Pennsylvania’s DHS COMPASS website, though we tailor this guidance to your specific situation. Above all, we allow you to prioritize your well-being while securing the benefits you’re entitled to.

A Note From Our Founder

Founding Fieldstone Medicaid Planning was deeply personal to me.  As a former nursing home owner and operator, I witnessed the fear and uncertainty families faced when confronted with the high cost of long-term care. Today, as a Medicaid Planner in Pennsylvania, I bring that same firsthand experience to every family I work with. Navigating the Medicaid application process was overwhelming for families.  It added stress to an already difficult time.  In light of this, I started Fieldstone Medicaid Planning to clarify the process.  We provide expert guidance, simplify the process, and bring peace of mind to those seeking care for their loved one.  Finally, we handle the complexities so you can focus on what truly matters: being there for your family.  I look forward to supporting you on this journey.

John Keane

Founder, Fieldstone Medicaid Planning

John Keane, a Certified Medicaid Planner in Pennsylvania and former nursing home operator

What Families Say About Our Medicaid Planning

On behalf of my family, I would like to express our heartfelt appreciation and gratitude for the work that John and his team did in guiding us through the Medicaid application process for my parents. Early in 2025, we realized that my father required a level of care that we, as a family, were not equipped or knew how to provide.  We had never before dealt with long-term care, and didn't know where to begin. The various application processes, deadlines, requirements, and paperwork can be very overwhelming.  

We realized that if we were going to have any chance of getting my father the care he needed, we would need the help of someone who actually knew what they were doing.   Fortunately, I was able to get in contact with John and he guided us through the entire process of dealing with the nursing home as well as ensuring that we were in compliance with all Medicaid eligibility requirements.   John was very patient and responsive in answering all our questions and presenting us with options. He and his team were also particularly diligent in anticipating possible challenges along the way and in gathering information and documentation well before any deadlines.   The end result was a positive outcome for my father, with no delays or missteps in navigating the entire process.
Philadelphia, PA

You Don't Have To Figure This Out Alone

Every family’s situation is different. The first conversation is free, with no obligation.  Read our Medicaid planning guide for aging parents.

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