Senior Planning Services (Medicaid Planning)
Medicaid is a safety net for our latter years, and the Medicaid program helps provide full long-term care coverage. However, there are numerous rules and guidelines that govern Medicaid eligibility, amounting to a cumbersome and lengthy application process. At Joseph Apuzzo, CPA, our comprehensive services streamline the Medicaid application process and guide you through with clarity and ease. We offer assistance with everything from statements, paperwork, applications, and the spend-down procedure—all the way through to final Medicaid approval.
There are numerous rules and guidelines that govern Medicaid eligibility, amounting to a cumbersome and lengthy application process.
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At Joseph Apuzzo, CPA, our comprehensive services streamline the Medicaid application process and guide you through with clarity and ease. We offer assistance with everything from statements, paperwork, applications, and the spend-down procedure—all the way through to final Medicaid approval.
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A FREE Medicaid consultation.
Collecting and analyzing 5 years of banking and other financial transactions.
Guidance though the spend-down process (before anyone can qualify for Medicaid, they must spend-down their assets until they reach $2,000 in assets; however, this must be done within five years prior to Medicaid approval).
Assisting families in utilizing excludable resources.
Assisting clients in liquidating life insurance policies, annuities, stocks, etc.
Providing regular status updates.
Application submission and ongoing caseworker interaction.
Medicaid compliance audit representation.
FREE Medicaid consultation.
Collecting and analyzing 5 years of banking and other financial transactions.
Guidance though the spend-down process.
Assisting families in utilizing excludable resources.
Assisting clients in liquidating life insurance policies, annuities, stocks, etc.
Providing regular status updates.
Application submission and ongoing caseworker interaction.
Medicaid compliance audit representation.
Joseph Apuzzo, CPA, is a trusted firm for all your Senior Planning Services and Medicaid application needs.
– Contact Us Today –