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 S.A.F.E. Planning has been helping families since its inception in 1998. S.A.F.E. Planning has received recognition nationwide for their expertise in Medicaid Planning. With two locations, our newest office in Lakewood Ranch, Florida, and our original office in Shreveport, Louisiana, S.A.F.E. Planning, Inc. has become one of the foremost authorities on Medicaid Planning in the nation. Our 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 are ill advised by well meaning although misinformed nursing home administrators, family members and even elder law attorneys that 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 to the cost of skilled-care 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 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 which, over time, has become viewed, not as an entitlement program, but rather as a form of Welfare due to congress's misappropriation of funds.
S.A.F.E. Planning gives individuals and groups the solid 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, we 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 to you.
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!
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