Protect Your Savings. Secure Long-Term Care.

Medicaid Planning Made Simple

Medicaid rules are complex — but planning doesn’t have to be. We bring together proven tools that help families protect assets, qualify for care, and maintain peace of mind.

How Our Tools Work Together

Tools That Protect Your Family’s Future

We use proven Medicaid planning tools to protect your assets and secure long-term care. From funeral and estate planning trusts to Medicaid-compliant annuities and essential legal documents, our solutions work together to give families clarity, control, and peace of mind through life’s biggest transitions

Funeral Expense Trusts

Protect funds for funeral and memorial expenses, avoid probate delays, and give your family immediate access to money when needed.

Estate Planning Trusts

Secure your estate with fast, flexible trusts that bypass probate and remain under family control.

Legal Services

Create wills, powers of attorney, and other legal documents—without the high cost of attorneys.

Medicaid-Compliant Annuities

Specialized annuities that protect assets, preserve eligibility, and provide income—all within Medicaid guidelines.

$100K

Nursing home care averages $100,000+ per year

$5K

Assisted living costs exceed $5,000 per month

70%

Nearly 70% of seniors will need long-term care

#1

Medicaid is the #1 payer of nursing home care in the U.S.

Why Medicaid Planning Matters

Peace of Mind Through Smart Planning

Nursing home and long-term care costs can drain a lifetime of savings in months. Medicaid planning brings together the right tools—funeral trusts, estate trusts, Medicaid-compliant annuities, and legal documents—to protect assets, qualify for care, and ensure dignity at every stage of life.