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Our professionals engage in a two-step full service process:

• 1) Obtaining nursing home Medicaid approval for our clients and
• 2) guiding our clients through strategic estate planning procedures in order to preserve hard earned assets.

1.) We are experts in the field of Nursing home Medicaid Eligibility, nursing home Medicaid Qualification, nursing home Medicaid Filing, and Estate Planning.

The Medicaid specialists at Elder Planning Alliance focus on filing for Nursing home Medicaid benefits as well as guiding individuals through the process known as the Diversion Program. The Diversion Program refers to individuals seeking care in assisted living facilities. We are always the designated representative for our clients. As a result, our team files all the paperwork associated with nursing home Medicaid qualification and attends all Department of Children and Families (“DCF”) meetings.

From the time you meet one of our Medicaid specialists for your free consultation, to the time your nursing home Medicaid application is approved, you will receive the very best care available. Whether you are barely over the nursing home Medicaid eligibility asset limit or have significant assets, the Elder Planning Alliance staff will professionally and strategically serve all of your needs. If your income is over the allowable amount for nursing home Medicaid eligibility we will legally reposition those assets. This strategy allows you to engage in the nursing home Medicaid qualification process from an asset and income standpoint. We are responsible for our clients’ nursing home Medicaid application as well as the solidification of the nursing home Medicaid qualification process. Because we keep a keen eye on Florida Medicaid policy, we have never had to take a case to a nursing home Medicaid hearing.

2.) Asset preservation, Asset Protection and Estate Planning

The professionals at Elder Planning Alliance have safely, ethically, and strategically protected millions of dollars in assets and empowered individuals with the ability to pass on a legacy to their families. It is of utmost importance when selecting a company to guide you through the nursing home Medicaid qualification process that you choose an organization with the core values that Elder Planning Alliance embraces. Knowledge of nursing home Medicaid eligibility, nursing home Medicaid qualification, nursing home Medicaid filing, and estate planning is crucial. As we embark on this journey together, we will guide you through every aspect of the nursing home Medicaid qualification process. Additionally, Elder Planning Alliance will form a complete, structured, and strategic estate plan to protect the assets of you and/or your loved ones. Simply, Elder Planning Alliance will organize a fiscally responsible plan, specific to your needs, in order to avoid probate and protect assets that you have worked so hard to achieve financially.

We provide detailed analysis and deliver specific avenues that make your money work for you. Elder Planning Alliance is passionate about assisting individuals reaching retirement age through the process of responsibly maneuvering from a position of asset accumulation to asset preservation. This does not mean you cease enjoying respectable returns on your money. On the contrary, it means we dependably organize a plan to gain value in an investment vehicle without risking your principal balance. We will work together to invest your money securely in a manner that will give you peace of mind.

Thank you again for visiting the folks at Elder Planning Alliance! We look forward to working with you and providing exceptional service with all your long term care, nursing home Medicaid, and estate planning needs.