Elder Advantage
Our Services:
At Elder Advantage we are NOT attorneys. But we do
coordinate with attorneys to provide a comprehensive plan for your loved
one's care. (Including your family attorney if you wish).
Our non-attorney planning specialists at Elder Advantage offer
the following valuable services:
 | Development and implementation of a personalized and strategic | |
| financial plan, including, but not limited to: |
| VA Benefits Consultation | |
| Asset Preservation (Avoiding a Medicaid Spend-down) | |
| Real Estate Preservation Strategies (Save the family home) |
| Medicaid Representation, including, but not limited to: |
| Explanation and interpretation of the newly instituted | |
| Spousal Resource Allowance restrictions. | ||
| Liaison services between the client and the nursing facility. | |
| Liaison services between the client’s family and the county | |
| DCBS offices, including the attendance of all face-to-face interviews, relieving the family of this burden. |
| Estate Planning Assistance |
| Probate Avoidance Techniques | |
| Planning to ensure that your assets are inherited according to | |
| your wishes. |
| Referrals to qualified Assisted Living Facilities and/or Skilled Care | |
| Nursing Homes upon request. |
| Elder Advantage |
Strategic Planning for the Senior Generation . . . Because Wise Decisions Last a Lifetime |
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| Elder Advantage Owensboro, KY Toll-Free: 1-866-896-3466 Fax: (270) 684-6746 info@elderadvantage.org |
No matter which branch of the government that you are dealing with,
knowing what to do and where to find the information necessary to secure a
favorable outcome is difficult. That's why Elder Advantage exists. We know
the specifics of the federal Medicaid laws (and the specific interpretations
that each state uses of those laws) regarding the eligibility and application
process for the Nursing Home Medicaid Program. In addition, we have
years of experience in multiple states including, but not limited to, Kentucky,
Ohio, Wisconsin, Illinois and many more. We have worked on numerous
cases to obtain eligibility for our clients without resorting to the long and
complicated appeals process. We plan ahead to ensure that you won't be
forced to endure unnecessary waiting for your benefits due to simple
logistical errors. However, if you have already started your claim process and
received an unfavorable decision, we can assist you through the difficult
appeals process as well.
Our Planning Process involves two steps:
1. We will perform a systematic analysis of your individual
situation based on your family, health, and financial resource; and
2. We will then develop a specific strategy to preserve your wealth
from unnecessary taxes, probate fees and hidden medical costs
which can fall on the unwary.
Your plan may also include referrals to appropriate professionals for legal or
financial products if necessary.
