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The Medicaid Planning Checklist
Every document you'll be asked for, every five-year-lookback question to expect, and the order to do them in.
What's inside
- —The five-year lookback, in plain language
- —The 27 documents the state will ask for
- —Spousal protections, by state (NJ, NY, PA)
- —Common application mistakes that trigger denials
- —When to call a lawyer (and when you really don't need one)
18 pages · PDF
What usually happens next
When families read this guide, here's what usually happens.
Most readers come back with two or three specific questions about their own family. That's exactly what the 15-minute introductory call is for. We won't sell you on a program; we'll tell you whether you actually need one.
Schedule the call