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A New Year’s Reminder

If you or a loved one is in need of nursing home care, please know that you do NOT have to go broke in the process – contrary to popular opinion! Let us help you plan and navigate through the Medicaid maze!
S.A.F.E. Planning, Inc. has been helping families since its inception in 1998 and has received recognition nationwide for their expertise in Medicaid Planning. Our expertise and knowledge in Medicaid planning is sought by attorneys, CPAs, health care professionals and financial planners.

Medicaid planning for long-term care is one of the most complex areas of estate planning in America. In many cases, seniors receive bad advice from well meaning although misinformed nursing home administrators, family members and even elder law attorneys who simply do not understand the many planning strategies that can be used to reposition both income and assets to meet the limits set forth by the state and federal government.
We hear of case after case where seniors have misinterpreted government issued brochures or were given inaccurate information about Medicaid eligibility requirements and as a result, have unnecessarily lost their entire life’s savings by spending down their assets. Many other seniors feel that they have no other option than to attempt to care for a spouse or loved one at home and do so at the expense of their own health. At S.A.F.E. Planning, Inc., it is our mission to equip seniors with the information needed to guide them in the right direction and help them obtain the benefits they are legally entitled to receive.
Remember, it is better to plan with foresight rather than regret in hindsight.

A distraught senior citizen phoned her doctor’s office.
“Is it true”’ she wanted to know “that the medication you prescribed has to be taken for the rest of my life?”

“Yes, I’m afraid so,” the doctor told her.
There was a moment of silence before the senior lady replied,
“I’m wondering, then, just how serious is my condition
because this prescription is marked ‘NO REFILLS’.”

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