Proactive Planning Or Crisis Planning
Peace of Mind. Smooth Process. Reliable Expertise.
When making decisions for your, or a loved one's, healthcare needs, it can be difficult not to consider how it will impact your finances, especially when the need suddenly arises.
The biggest hurdle is Medicaid's requirement that you have countable assets of under $2,000 before they will pay for nursing home care.
Here are two ways we can help so you can focus on what matters most.
With proactive planning, you can:
- Move significant assets into a “non-countable” category, protecting your assets from being taken by Medicaid if you require care.
- Create a well-structured Medicaid Asset Protection Trust tailored to you and your family's unique circumstances.
- Keep your legacy intact and enjoy peace of mind, knowing your loved ones will be taken care of.
And in an emergency situation, crisis planning can:
- Accelerate Medicaid eligibility and the application process.
- Maximize asset protection with our crisis planning.
- Have trusted legal counsel handle all communication with the state Medicaid office rather than your family having to deal with it.
Secure Your Future With Confidence
Preserving Wealth, Ensuring Care
Facing the unpredictability of future healthcare needs can be daunting, especially when the risk of exhausting your hard-earned assets for long-term care looms large. Most people spend their lifetime planning for retirement without considering what would happen if they become disabled during their later years. Without proactive planning for asset protection, you could find yourself in a position where your lifetime of savings is being spent on care, leaving little for your family. That’s where we can help.
Our Medicaid Asset Protection Trusts are designed to help shield your assets, so that Medicaid can cover the costs of long-term care, helping preserve your wealth for your family.
You can have your Medicaid Asset Protection Trust signed and in place in as quickly as 4 weeks with our simple three-step process:
- No-Obligation Consultation
- Life & Legacy Planning Session
- Signing Meeting (happens within 3-4 weeks of Planning Session)
By taking this proactive step, you're working to reduce the risk of seeing your assets drained and can gain greater peace of mind from having a well-planned financial path. Take the first step toward a more secure future, while working to protect a lifetime of hard work you've built for your family!
Face Crisis With Trusted Counsel
When nursing home care becomes imminent, every month counts.
The sudden need for nursing home care for a loved one, with 2025 Tennessee median costs of approximately $9,429 per month for a semi-private room and $10,038 per month for a private room, can threaten your family’s financial stability. Our Crisis Planning services are designed to help expedite Medicaid qualification while working to protect as much of your assets as possible. Our approach is built to provide a clearer pathway through the complexities of Medicaid qualification and asset protection:
- Risk-Free Consultation
- Medicaid Strategy Session
- Medicaid Plan Implementation & Application
This structured approach is designed to ease the financial and emotional distress associated with the high costs of urgent long-term care, with the goal of helping your loved one get the necessary care while working to protect your family's financial legacy.
With a team backed by more than a decade of estate planning and elder law experience, you'll have a partner to help guide you through crisis planning, work to preserve wealth, and pursue access to care for your loved one.
Ready for Next Steps?
Ready to secure your family's future with peace of mind? Schedule your free consultation with us, and we'll get to know you and answer any questions you have about the process.
Don't have a plan in place yet? No problem - our team of trusted estate planning attorneys will help you protect your assets and ensure your loved ones are taken care of.
Don't leave anything to chance - take the first step towards a secure tomorrow today. Your family's well-being is worth it!
Our Simple 3 Step Process
FREE CONSULTATION
Connect with our team for a quick 15-min call to learn more about our approach and answer any questions you may have in light of your family’s specific situation.
STRATEGY PLANNING SESSION
We work closely with you to:
- Develop a personalized plan for you and your family
- Enlighten you on how it safeguards your assets from the high costs of long-term care
- Make sure you are well-positioned for Medicaid eligibility.
SIGNING, IMPLEMENTATION & APPLICATION
Together, we will
- Finalize and implement your plan
- Guide you through the Medicaid application process
- Work to safeguard as much of your assets as possible
- Help you build a lasting legacy for your loved ones
FAQ's | Proactive Planning
FAQ's | Crisis Planning
What Our Clients Are Saying
Before or After Planning
Where Experience Meets Service
We are your local solution that contains the unique balance of years of experience and a dedicated service team to make your services a dream.
These are public client reviews. Clients have not been compensated for them. Results are not guaranteed and may vary by case.
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