medicaid
planning
Welcome to Bennett, Shaw & Whitlock, Your Trusted Partner for Medicaid Education and Application.
1. Initial Call
During this call we will discuss your situation, gather a little more information and discuss how we may be able to help. If we are able to assist with your situation, we will recommend a consultation.
2. Medicaid Consult
The primary purpose of our Medicaid consult is to determine a plan to provide the best care and create a roadmap to accomplish that. The three areas covered are: Qualifications for the Medicaid program and explanation of the Application process. Financial considerations and planning for Medicaid. Legal documents and estate planning needed for future care. At the end of the consult you will receive a fixed fee for our services should you decide to move forward.
3. Implementing the Plan
Based on whether we are pre-planning or crisis planning, we will create a schedule and action plan to move the process forward. Often the plan will cover Medicaid application, drafting legal documents if needed, structuring finances to comply with the Medicaid guidelines.
Our Process
Our commitment to
planning your care
2. Medicaid Consultation
The primary purpose of our Medicaid consult is to determine a plan to provide the best care and create a roadmap to accomplish that. The three areas covered are: Qualifications for the Medicaid program and explanation of the Application process. Financial considerations and planning for Medicaid. Legal documents and estate planning needed for future care. At the end of the consult you will receive a fixed fee for our services should you decide to move forward.
2. Medicaid Consult
The primary purpose of our Medicaid consult is to determine a plan to provide the best care and create a roadmap to accomplish that. The three areas covered are: Qualifications for the Medicaid program and explanation of the Application process. Financial considerations and planning for Medicaid. Legal documents and estate planning needed for future care. At the end of the consult you will receive a fixed fee for our services should you decide to move forward.
Our Medicaid Planning Services
Our Process
Our commitment to
planning your care
1. Initial Call
During this call we will discuss your situation, gather a little more information and discuss how we may be able to help. If we are able to assist with your situation, we will recommend a consultation.
2. Medicaid Consult
The primary purpose of our Medicaid consult is to determine a plan to provide the best care and create a roadmap to accomplish that. The three areas covered are: Qualifications for the Medicaid program and explanation of the Application process. Financial considerations and planning for Medicaid. Legal documents and estate planning needed for future care. At the end of the consult you will receive a fixed fee for our services should you decide to move forward.
3. Implementing the Plan
Based on whether we are pre-planning or crisis planning, we will create a schedule and action plan to move the process forward. Often the plan will cover Medicaid application, drafting legal documents if needed, structuring finances to comply with the Medicaid guidelines.
Our benefits at a glance
Team Based Approach
BS&W uses a team based, client centered approach to Medicaid Planning. We work to understand your unique circumstances and create a plan ensuring you make informed decisions that align with your care and financial goals.
Getting the Best Care
We work to ensure the clients wishes are implemented by making best use of available resources. Our motto is “Plan for Care, Preserve Assets, and Pass on a Legacy if possible”.
Tailored Coverage
Medicaid is Government paid Long Term Care . Not just “for the poor” Medicaid planning allows the average American to benefit fully from Medicaid financial rules. Whatever your circumstances, you will receive a multi-step plan, which makes the complex, simple.
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Medicaid Education
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Medicaid Application
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Asset Protection
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Estate Planning
What our clients are saying
I had legal documents from my doctor’s office for years. I wasn’t able to fill them out myself. After attending a seminar at my community, I scheduled a consult and started the process of having my documents created. FINALLY, I HAVE PEACE OF MIND MY FAMILY IS PROTECTED!
Elizabeth I.
Working with Steve was so helpful for me. He took the time to understand my goals and crafted a plan and provided insurance that aligned perfectly. The support and guidance throughout the entire process were exceptional. Grateful for the peace of mind he’s given me and my family.
Sandra I.
Choosing Steve as my advisor was one of the best decisions I've made. I’ve used him twice and referred him to friends. His expertise and personalized approach made the process smooth and hassle-free. Now, I have peace of mind knowing that my family has a legacy. Thank you, Steve !
Linda V.