Some of our expert services include:


  • Put in place a PLAN that will resolve your legal, health care, and financial matters


  • Preparing all forms & submitting all written verification (after careful review) according to state
    requirements, ensuring your case is not denied

  • Contacting financial institutions and obtaining FIVE YEARS of financial records, statements, and
    information

  • Persistence until your case is approved

  • Handling your matter so you will now be approved, if you were denied in the past


  • Referrals to home health care agencies, accountants,

  • Less cost in fees to you

Reasons to consider our services:

  • New federal Medicaid laws went into effect February 8, 2006.  These changes make it more
    difficult for the elderly and disabled to qualify for long-term care medical assistance.  We have
    partnered with a leading financial planner to deliver an exclusive planning tool that will
    prevent denials that would otherwise result from these changes in laws.

  • Currently, the average Medicaid application in Fayette County, Kentucky takes 6 months or more
    to process if filed by a family member or nursing home staff!

  • Have peace of mind that your life savings, spouse, or disabled children are protected from
    nursing home spend down requirements.  Our wealth transfer consultants can determine the
    best ways to use your resources to your advantage.

  • Single veterans or the spouse of a deceased veteran are eligible to receive special pension
    benefits if they are home-bound or in need of regular aid and attendance by another person due
    to an extraordinary disability. The individual or spouse can receive up to a maximum of $1,412.
    We can assist you with obtaining this award.

  • Disabled children who receive Social Security Disability Income are eligible to receive transferred
    assets from a parent who is a Medicaid applicant or recipient, regardless of the disabled child’s
    age.

  • The process of applying for Medicaid is a daunting task, whether you are the applicant or the
    Authorized Representative, such as a responsible family member, social worker, or nursing home
    administrator.  We manage the Medicaid eligibility/application process for you from start to finish.  
    Whether your an individual or have a spouse, we will first determine if you meet the income and
    resource eligibility requirements.  Our paraprofessionals know the state laws and have years of
    experience in successfully preserving, converting, and transferring resources in order to meet
    Medicaid eligibility to assist with high medical, prescription, and nursing home costs.  We will also
    manage the process of gathering the five years of written verifications that are required in order
    to successfully complete a Medicaid application.

  • A new Medicare policy makes it more difficult for Medicare beneficiaries appealing a claim denial
    for home care, nursing home services, or prescription drugs.  The appellant no longer receives
    an automatic hearing before an administrative law judge, and a beneficiary who does insist on an
    in-person hearing loses the right to a 90 day decision.  Do not be discouraged by changes in
    laws that make it difficult not impossible to win your appeal.  Whether your only option is a video
    conference or traveling to Cleveland, Ohio (the nearest location) to represent you, we can
    handle it for you.

  • Plan now to stay in control of decision-making long after you have become incapacitated or
    incompetent. Disability Planning can prevent the courts and other governmental bodies from
    getting involved in your health care, financial, and legal matters.  We've all heard and seen on
    the news what can happen to the rights of families and individuals when there are no legal
    documents in place.  We have a Notary Public on staff who is a paraprofessional who fully
    understands the nature of these complex legal documents and can assure that they are properly
    executed and explained.
SERVICES