Medicaid Planning Attorney – To make life better for you and your loved ones - PowerPoint PPT Presentation

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Medicaid Planning Attorney – To make life better for you and your loved ones

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Medicaid Planning Attorney is that in which lawyers focus on planning for long-term care system. Here People come with their worries and problems related to long-term care and incapacity planning. Attorney helps people so that they do not face any problem related to health in future. In short Medicaid planning lawyers put together strategies to help people at affordable cost with long-term care of there loved ones. – PowerPoint PPT presentation

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Title: Medicaid Planning Attorney – To make life better for you and your loved ones


1
Medicaid Planning Attorney To make life better
for you and your loved ones
2
What is Medicaid Planning Attorney?
Medicaid Planning Attorney is that in which
lawyers focus on planning for long-term care
system. Here People come with their worries and
problems related to long-term care and incapacity
planning. Attorney helps people so that they do
not face any problem related to health in
future. In short Medicaid planning lawyers put
together strategies to help people at affordable
cost with long-term care of there loved ones.
3
What is the initial requirement for Medicaid
Planning Attorney consultation?
Attorney encourages our clients who are involved
in the care system. Documents are to be
maintained in so that there is a proper record
maintained of the clients that will help at any
time or in future. Proper checkups are done on
proper appointments as time may be the
essence. Here below are some initial
requirements that are needed for the Medicaid
Planning Attorney
  • Financial Information

Attorney collects proper information of all the
financial information like bank accounts,
retirement accounts etc. so that he/she can get
to know more about the client.
4
  • Income Sources

It is very important to know income sources like
from where the income is coming, what is the
business and mode of earning.
  • Insurance Policies

Attorney needs to know what kind of policies is
client has for the long-term benefits.
  • Real Estate Other Legal Documents

Business partnership, deeds of real estate.
5
List of Immediate Family Members
Family information is very important to know so
that can contact in case of an emergency
Proof of Citizenship
What kind of citizen card client is having the
blue card, passport copy etc.
Health Insurance Cards
Is client having any type of health insurance
card.
Shelter Expenses
Mortgage payments, homeowners insurance, property
tax assessment and many more.
6
Utility Expenses
Electric, water, landline, garbage, sewer and
other home expensive.
Debts
Are they having any kind of debts. It is very
important to know each and every small
information for the future and in case of an
emergency.
7

For More Information about Medicaid Planning,
Contact Us
Website http//www.elderlawcenterofwisconsin.com
Email info_at_elderlawcenterwi.com Address 125
N. Executive Drive, Suite 210, Brookfield, WI, 530
05  
Phone (262) 812-6262
Toll Free (866) 865-3306

Fax (480) 969-0079
8
Our Social Media Channels

https//www.facebook.com/ElderLawCenterOfWisconsin
https//twitter.com/e
lderlawcarewi
https//plus.google.com/ElderLawCenterOfWisconsin
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