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Common Questions

If you’re like most retired Americans, you worked hard to save and invest for your retirement, but are you doing anything to help protect your assets from the staggering costs of long-term care?

Here are some questions that SAFE planning can answer for you:

My mom is a widow and is in a nursing home. She doesn’t qualify for Medicaid and her nest egg is dwindling. Is it too late for us to apply for Medicaid?

It’s not too late. Call us for an appointment soon.

What is Medicaid planning?

It is the evaluation and restructuring of an individual’s income and assets in order to qualify for government benefits, to ensure that seniors do not outlive their assets by self paying for nursing home care.

When is your next workshop?

Tuesday, March 4, 2014 at 10AM at the Broadmoor Library on Captain Shreve Drive.

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