Medicaid & VA Benefits Planning

Steve Bailey can help you and your loved ones draft a tailored plan that meets your family’s unique needs and goals.

About Medicaid & VA Benefits Planning

  • What’s the difference between Medicaid and Medicare?
  • Will Medicare cover nursing home expenses?
  • How can I protect my home and other assets?
  • What is the “spend down” process?
  • What is the five-year “look back” period and what gifts made to your children or grandchildren can be penalized?
  • How will my spouse afford to stay at home if the nursing facility can require me to pay my income toward the cost of my care?

You have questions and Steve Bailey has the experience and resources to give you the best answers and to walk you through the entire process from pre-planning, to application, to eligibility. Steve Bailey and his team can eliminate the worry and ensure that you take advantage of every benefit while protecting your assets.

Learn more about Medicaid

Medicaid and Asset Protection
Get Help

The single biggest mistake is trying to apply for Medicaid benefits on your own. The rules are numerous and complex. It’s easy to become overwhelmed by the process. You may think that the Medicaid specialist who works for the nursing facility is looking out for your interests, they’re not because they are paid to look out for the nursing facility’s interests. You need an experienced advocate who is looking out for you.

Call Early

Generally, the sooner you call the more options you have to protect your assets and to “spend down” wisely. It’s never too late to call even if your parent or spouse has already been admitted to a nursing facility.

Save Money

We can save you both time and money. At our initial consultation we will show you exactly how much you we can save you and why it makes no sense to go it alone.

Call (410) 828-8871

Learn more about Veterans Benefits

Veterans Aid and Attendance
Get Help

You earned your benefits through your patriotic service to our country. Let us help you access Aid and Attendance benefits so that you can get on with living your life rather than waiting endlessly for a call or approval letter from the VA. If you’re a veteran or the spouse of a veteran you may be entitled to receive a benefit of up to $2,000 per month. This benefit can help you stay at home longer, pay for assisted living or defray the cost of a nursing home stay.

Call Early

Don’t make the mistake of applying for the benefit on your own. You will wait months if not years to be approved by the Veterans Administration. Calling early allows us to submit your application in proper form the first time. You will receive your benefits in a timely fashion so you can maintain your independence.

Save Money

We will help you save money by qualifying for your benefits sooner giving you more independent lifestyle choices. These benefits will make your savings last longer so that you aren’t pushed into a nursing facility simply because you can no longer afford to pay for the help that you require to stay at home safely.

Call (410) 828-8871