Medicaid Planning

Our senior-age clients frequently ask us how they can preserve their estate for their beneficiaries without losing their eligibility for Medicaid benefits. This question is especially important for people who may need to enter a nursing home or other care facility later in life.

Medicaid laws are complex. People unknowingly make planning errors that negatively impact their eligibility for benefits and force them to use assets intended for their beneficiaries to pay for long-term care.

At Falzone & Wyler, our Medicaid planning attorneys provide comprehensive Medicaid planning services to clients in Delaware County and beyond. We can help you understand the Medicaid eligibility requirements and what steps you can take now to ensure the maximum level of asset preservation for your beneficiaries.

Now Is The Time To Begin Medicaid Planning

We understand how overwhelming this process can be. When you hire our firm, we conduct a thorough review of your current circumstances and learn everything we can about your concerns and goals. We work closely with you to develop a solution that provides maximum advantage for your beneficiaries and minimum impact on your Medicaid benefits.

The earlier you begin planning, the easier it will be to ensure that your goals are met. In general, anyone who has reached the age of 60 who does not have an estate plan designed to preserve his or her Medicaid benefits should contact a Medicaid planning lawyer as soon as possible.

We are prepared to answer your questions and provide solutions for all Medicaid planning issues, including the following:

  • The preparation of wills and trusts
  • Considerations surrounding the Medicaid five-year look back
  • Perpetual care agreements
  • Medicaid resource planning
  • Asset protection plans
  • Tax avoidance plans

Our Office Is Conveniently Located

Our office is located across the street from Media Borough Government Center and is within walking distance of the courthouse. Our location is convenient to the blue route and major arteries, and we have free parking on-site.

How To Contact Us

Contact Falzone & Wyler today to discuss your Medicaid planning needs. We offer a free one-hour consultation to all new clients. You can reach us by phone at 610-726-1634, toll free at 866-986-5647 or contact us online.