Medicaid & Long-Term Care
made simple for Wisconsin families
Your loved one begins to need the care and support of others. You and your family probably provide this care at home for as long as you can.
At some point, though, your loved one needs more care than you can provide. You and your family might begin paying an at-home caregiver. Eventually you are forced to consider moving your loved one to an assisted living facility or nursing home.
Your loved one moves to an assisted living facility or nursing home. You and your family’s primary challenge is finding a good facility and figuring out how to pay for it. You might schedule a consultation with me for help.
You start paying the bill out of savings. It’s $5,000-10,000 per month; you start wondering what will happen when the money runs out. The facility staff try to reassure you that Medicaid will pay, but the details are a little fuzzy and you aren’t so sure. You start looking for more information.
If you haven’t talked to me already, this is the time to have a consultation. You need someone who can answer your questions about Medicaid confidently. I help you and your family plan ahead.
As you prepare for needing Medicaid, I help you use the remaining savings wisely and avoid problems that could derail an application. I help you be proactive and understand how things like taxes will change. I might do estate planning for you to ensure you and your family have the legal authority to make the decisions you’ll need to make.
When the time comes, I prepare a Medicaid application. I address any issues as it is processed and ensure the process goes smoothly.
When the application is approved, everybody breathes a sigh of relief. Your loved one will continue to get the care he or she needs.
If the application is denied, I can tell you why it was denied and how to move forward. I can help you appeal the denial or put together a new application with a better chance of success.
After the Medicaid application is approved, the work is not over. Eligibility is reviewed every year, and you might need to transfer assets before the first year is over. I continue to guide you and answer questions.
You need information, certainty, clarity, and good advice. I provide that in paid consultations.
My Medicaid consultations come with a satisfaction guarantee and take all the time needed. I follow up afterward with specific advice and a detailed memo to guide you.
Finding a new home for your loved one is daunting. I can give you the information and guidance you need to make a great choice.
After you’ve made your choice, assisted living facilities and nursing homes require admission agreements. These are contracts I can review for you so you know what you’re being asked to sign.
I help clients comply with the rules for Medicaid eligibility while making the most of their resources. I create a proactive plan for how to transition from privately paying to Medicaid, which can include financial tools like Medicaid-compliant annuities.
I handle the entire Medicaid application process for you, ensuring your application is processed smoothly, potential problems are avoided, and you or your loved one gets needed care.
I help address any issues that come up after an application has been processed. This includes appealing a denial, preparing for yearly reviews, and giving ongoing advice.