About S.A.F.E. Planning

About S.A.F.E. Planning

S.A.F.E. Planning has been helping families since 1998. S.A.F.E. Planning has received recognition nationwide for their expertise in Medicaid planning and has become one of the foremost authorities on the subject in the nation. Our expertise and knowledge of Medicaid planning is sought out 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 are wrongly advised by well meaning, misinformed nursing home administrators, family members and elder law attorneys. They 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. As a result, they have unnecessarily lost their entire life’s savings to the costs of senior-care. Many seniors feel that they have no other option than to attempt to care for a spouse or loved one at home, and they do so at the expense of their own well-being. 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.

Medicaid for long-term care is an entitlement program established under title XIX of the Social Security Act READ MORE . S.A.F.E. Planning gives individuals and groups the information needed to make wise decisions and choices to protect what they have earned. We will not only develop a plan of action to get your loved one qualified for Medicaid, but will be your representative to Medicaid. We will develop a plan and handle the entire process including answering all inquiries and redeterminations at no extra cost.

We are knowledgeable on such issues as:

  • Retirement Plan Rollovers
  • Tax Deferred Annuities
  • Estate Tax Reductions
  • Avoiding Probate
  • Revocable Living Trusts
  • Special Needs Trusts
  • VA Aid & Attendance

Let us go to work for you!