Nursing Home/
Medicaid Planning
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Veterans Benefits >>
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Long Term Care
Insurance
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In Home Assistance/
Passport Planning
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Assisted Living
Funding
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Financial and Estate
Planning
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Nursing Home/Medicaid Planning

We can help you navigate the process of applying for benefits that will help you pay for nursing home expenses while you are living in a nursing home. This planning is used to assist in asset protecting from medicaid spend-down. You do not need to wait until you have spent down to $1500. The sooner you apply the more you will protect. 

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Veterans Benefits

Also known as Aid and Attendance, this is a wonderful benefit available through the U.S. Department of Veterans Affairs (VA) to help pay for long term care: in-home care, assisted living and nursing home care. This benefit is available to veterans as well as widows of veterans and can range from $1056 to $1949 monthly, tax free, paid directly to you. We can help you apply for this benefit.

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Long Term Care Insurance

Great for younger clients in good health, usually ages 55 to 65, this tool is often used to protect large IRAs and 401ks and can provide piece of mind for you and your family.

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In Home Assistance/Passport Planning

A program that is provided by the state of Ohio to pay for in-home help and minor modifications to your home to make it more handicap friendly, you could live longer and more comfortably in your home. We can show you how.

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Assisted Living Funding

Benefits are available from VA to supplement the monthly cost of assisted living, enabling your money to last longer so that you can continue to enjoy the benefits of assisted living.

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Financial and Estate Planning

We can show you how to possibly pass on more of what you have worked so hard all of your life for to your family and/or your spouse by minimizing taxes and avoiding probate when possible as well as unnecessary legal fees.

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(800) 229-9666

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