Protect Your Home & Savings with

Medicaid Planning

Free Strategy Session

Learn how to qualify for care without losing a lifetime of assets.

Why Medicaid Planning Matters

Home Protection: Keep the Family Home in the Family

Asset Preservation: Shield retirement funds and investments.

Peace of Mind: Plan ahead—avoid crisis‑driven decisions.

Nearly 7 out of 10 Oklahomans rely on Medicaid to pay for Nursing Home Care*

*KFF

How It Works (3-Step Process)

  1. Complimentary Case Review

    • We’ll assess your eligibility and pinpoint assets at risk.

  2. Customized Strategy

    • Draft trusts, gifting plans, and care‑contract options tailored to Oklahoma rules.

  3. Implementation & Support

  • We handle filings, trustee appointments, and ongoing compliance.

FAQs

  • Q: When should I start planning?
    A: Ideally 5–7 years before care is needed—so you avoid penalty look‑back periods.

  • Q: Will I need to give everything away?
    A: Not necessarily. Proper Medicaid planning allows you to receive the benefit of your assets while remaining compliant Oklahoma Medicaid rules.

  • Q: How much does it cost?
    A: Most clients invest $5–15k for a complete, court‑proof plan—usually less than the cost of 1 month in a nursing home.

Need to Get Qualified Now?

Meet with our team to:

  1. Evaluate Medicaid eligibility

  2. Develop a strategy for expedited qualification

  3. Avoid costly penalties

  4. Protect your life savings

Don’t leave things to chance. Let us help you get the benefits you need.

Ready to See If You Qualify?

Schedule a Free Consultation