Thank you for your interest in downloading the 50-State Medicaid Estate Recovery Summary.
To download the summary in PDF, click on the following link:
If this is your first visit to MedicaidPlanning.org, allow us to welcome you. MedicaidPlanning.com was created to help advisors understand how critical it is to understand and help senior clients with proper long-term care Medicaid benefit planning.
What is Medicaid Planning? It’s using existing laws to help clients avoid spending more for their long-term care than the law requires.
Most people and their advisors have no idea that, in order for most single seniors to receive financial assistance through Medicaid, they have to spend down a large amount of their “countable” assets. Depending on state rules, this includes having to spend down CDs, money market accounts, stock and bond portfolios, annuities, IRAs/401(k)s/403(b)s, and many other assets.
Why do so many advisors feel intimidated by long-term care Medicaid planning? What holds most advisors back from helping clients with Medicaid planning? We find the two biggest reasons are the lack of quality education education and training and dearth of mentors to help make sure novice planners don’t make mistakes.
MedicaidPlanning.org offers both in an unmatched manner! Our goal is to provide you with comprehensive tools to help you go from “I don’t know” to “I’m a pro” in the shortest span of time possible.
Comprehensive Education—Advisors of all kinds can be educated on compliant Medicaid planning by taking the Medicaid Planning Course (click here to learn more). This course is the ONLY thorough course of its kind in the industry and is taught by the author of the most comprehensive book ever written on this subject matter, The Medicaid Planning Guidebook (click here to learn more).
To learn more about the 17 one-hour recorded educational sessions, please click here.
Quality Support/Mentoring—Most advisors are afraid to help clients with Medicaid planning (even if they know the subject matter) because they do not have the support of an expert who really knows the subject matter. Our program not only educates advisors, but we have support available to help advisors with case design and overall practice mentoring. Click here to learn more about the unique support our team provides.
MedicaidPlanning.org was also created to help advisors market themselves as Medicaid planners. Helping clients with Medicaid planning is one of the best ways to grow your legal, insurance, financial planning, or accounting business. Medicaid planning is extremely motivational for clients who, if they do not take your advice, will simply be handing over their money to nursing homes instead of preserving some portion of it for their heirs.
We invite you to surf this site to learn more about the unique offerings we have for advisors as well as caregivers. If you have any questions, please feel free to e-mail them to [email protected].
If you would like to fill out a request-for-more-information form so you can learn more about the benefits of becoming a Medicaid planner and working with MedicaidPlanning.org, please click here.