At JB Elder Planning, our experience makes the difference. Our vast knowledge of the nuances associated with the Medicaid application process helps minimize disappointments and maximize results.
Every individual and their families have unique needs. We work with applicants on a case by case basis to devise a plan that best suits them. We focus on maximizing asset preservation, eliminating or reducing penalties, and getting the best spousal income deductions.
Our relationship with case workers of the Board of Social Services enables us to achieve
faster, more efficient results. We will negotiate with them to the very end, achieving the best possible outcome.
We will review your finances and help you come up with a plan to spend down for maximum asset preservation within Medicaid guidelines.
Once the application is submitted we serve as the mediator between the Department of Social Services and the applicant. We physically represent you at the mandatory meeting with a Medicaid case worker and advocate on your behalf to minimize and further delays.
We gather your information and supporting documents and fill out the application for you! No need for you to stress over complicated requirements or confusing wording. We are familiar with all aspects of the application and handle it with ease.
Throughout the process we are here to help you towards the most effective solution for your individual circumstances. We are always available to answer any questions and keep a current update of where your application is holding.
Get Started Today
Click below to view the list of the documents required to get started today