Medicaid Spend Down
If you're approaching a Medicaid deadline for a loved one, we can guide you through the process. Our team is experienced in setting up irrevocable funeral trusts, which are an important part of Medicaid Spend Down planning. Acting quickly is essential—missing the deadline could lead to higher out-of-pocket healthcare costs.
To begin, simply call us at (229) 244-2500 to schedule an appointment with a preplanning specialist.
Before your appointment, it’s helpful to have the following information (if there’s a life insurance policy):
- Death benefit amount
- Current cash value
You don’t need to know the exact details of the funeral just yet. The most important step is making sure your loved one qualifies for Medicaid. Once the trust is in place, the specific plans for the funeral can be arranged at your own pace.
We’re here to walk you through each step with care and support.
