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Medicaid Planning, simply put, 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 those benefits until most if not all of their assets have been depleted.

 

Here at S.A.F.E. Planning, we specialize in this area of estate planning and have done so for over twenty years. We are passionate about what we do because we firmly believe that seniors today, who have done things the right way by being responsible with their money, saving, and many times even doing without in order to ensure that they would not outlive their assets should not be penalized for doing so.


S.A.F.E. Planning specializes in two types of planning:

  • Pre-planning: When we have ample time before the need for long-term care, plans can be implemented to save everything. We also offer investment counseling for those who are not currently facing long-term care, but would like to ensure that their money is secure and growing to allow them to maintain their standard of living once they have retired. Few investment strategies are truly sound strategies for seniors. 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 self paying in a nursing home, our plans can save 65-75% as a minimum and in many cases, everything!
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 two locations, our newest office in Lakewood Ranch, Florida and our original office in Shreveport, Louisiana, SAFE Planning, Inc. has become one of the foremost authorities in Medicaid planning and has been working with families providing financial services and estate planning for more than two decades.