Medicaid planning is the evaluation and restructuring of an individual’s income and assets in order to qualify for government benefits according to the rules and regulations that have been adopted on the federal and state levels. Without expert guidance, however, most people will not receive these benefits until their assets have been depleted.
Here at S.A.F.E. Planning, we’ve specialized in this area of estate planning for over twenty years. We are passionate about what we do and firmly believe that seniors who have done things the right way by being responsible with their money and saving should not be penalized because of it.
S.A.F.E. Planning specializes in two types of planning:
Pre-planning: When there is ample time before the need for long-term care, plans can be implemented to save everything. We offer investment counseling for those who are not currently facing long-term care but would like to ensure that their money will allow them to maintain the same standard of living once they have retired. Though few investment strategies are truly sound, we are proud to say that not one of our clients has ever lost money in the investments we have recommended for them.
Crisis Planning: Even if you are already paying out of pocket for a nursing home, our plans can save 65-75% at minimum!
S.A.F.E. Planning, Inc. has been helping families since its inception in 1987. S.A.F.E. Planning has received recognition nationwide for our expertise in Medicaid Planning. With an office in Shreveport, Louisiana, SAFE Planning, Inc. has become one of the foremost authorities in Medicaid planning and has provided families with financial services and estate planning for more than two decades.