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.

Customized Services

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 Knowledge of the Medicaid application regulations enables us to achieve faster, more efficient results. We will negotiate with the Board of Social Services to the very end, achieving the best possible outcome.

Application Process

1. Consultation

We will review your finances and help you come up with a plan to spend down for maximum asset preservation within Medicaid guidelines.

2. Application

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.

3. Mediation

Once the application is submitted, we serve as the mediator between the Department of Social Services and the applicant. We advocate on your behalf to minimize any further delays.

4. Support

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.

Schedule A Free Consultation

    Call: 1-844-375-2664

    Email: info@JBElderPlanning.com

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