Medicaid Eligibility Assessment

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We begin with a complimentary initial consultation to conduct your Medicaid eligibility assessment at no cost. During this meeting, we provide comprehensive information on the Medicaid process and guidelines. We address your concerns and answer questions about topics such as eligibility, the five-year lookback, and estate recovery rules. You can review general Medicaid program guidelines directly on Medicaid.gov, though we tailor this guidance to your specific situation. You may have questions specific to your circumstances, such as how to protect your house from Medicaid.

Family Medicaid planning asset protection consultation

Upon engaging our services, your Medicaid eligibility assessment begins with our comprehensive intake questionnaire that consists of personal, financial and medical information.  This serves as the starting point for the application process.  By reviewing your income and asset information, we can assess your current situation and address any required spenddown. Furthermore, we review the Medicaid application process, delineate your responsibilities and outline the expectations of nursing homes. Our thorough process ensures you understand exactly where you stand before moving forward.

What Your Assessment Covers

During your Medicaid eligibility assessment, we review your income, assets, and any recent financial transactions. This helps us identify whether you currently qualify, or what steps might be needed to reach eligibility. We also flag any potential lookback concerns early, so there are no surprises later in the process. By the end of this step, you’ll have a clear picture of where you stand and what comes next.

Building Your Personalized Plan

No two families face the same situation, so your Medicaid eligibility assessment is never a one-size-fits-all checklist. We take the time to understand what matters most to you, whether that’s protecting a family home, preserving savings for a spouse, or simply understanding your options. Once we’ve completed your assessment, we outline a clear path forward, so you know exactly what to expect at every stage of the process.