Bob National Care Planning Care Council

About Elder Law: Protect Your Health, Home, and Family

Elder law attorneys help older adults, spouses, and caregivers plan for health care, long-term care, and finances—so you can age with dignity and protect what matters most.
Older adults smiling while conversation with eachother

Who We Help

  • Aging seniors wanting a plan for care and finances
  • Spouses protecting assets when a partner needs care
  • Adult children and caregivers seeking clear guidance
  • Veterans and people with disabilities who need benefits planning

Top Ways We Help

  • Medicaid planning and qualification (including strategies to reduce spend down)
  • Asset protection for the healthy spouse (spousal impoverishment rules)
  • Estate planning: wills, trusts, powers of attorney, living wills/advance directives
  • Guardianships and conservatorships
  • Medicare and Social Security claims and appeals
  • Special needs and supplemental needs trusts
  • Probate, trust administration, and transfer-on-death planning
  • Long-term care planning for nursing homes, assisted living, and home care
  • Nursing home resident rights, care contracts, and quality-of-care issues
  • Elder abuse, neglect, and fraud recovery
  • Housing and age discrimination issues
  • Reverse mortgage reviews and retirement benefit guidance
Older women listening to advisor
Older adults with hand in hand

Medicaid and Asset Protection (What Most Families Ask About)

  • Avoid unnecessary spend down: We use lawful strategies to help you qualify for Medicaid while protecting assets for the healthy spouse and family.
  • Common tools: Qualified Income Trusts (Miller Trusts), hardship waivers, exempt transfers, caregiver agreements, spousal refusal (where allowed), and properly structured spend downs that benefit the family.
  • Faster approvals: While attorneys typically cannot charge to fill out a Medicaid application, their planning and guidance often speed approvals and reduce costly delays—often saving more than the legal fee.

When to Contact an Elder Law Attorney

  • A spouse or parent is entering or recently entered a nursing home or needs home care
  • You are worried about paying for care and protecting your home or savings
  • You need a power of attorney, living will, or updated will/trust You suspect elder abuse, neglect, or financial exploitation
  • A claim was denied (Medicaid, Medicare, or Social Security) and you need to appeal
Older women listening to the lawyer

Our Simple Process

Free Call & Strategy

Start with a free 10-minute call to share your situation. Then, we review your benefits, assets, and goals to outline the best options.

Action Plan

We prepare documents, coordinate with providers, and guide you through the application process.

Ongoing Support

Get continuous help with appeals, renewals, and updates as your needs change.

What to Bring to Your First Meeting

  • Photo ID and insurance cards (Medicare, supplemental)
  • Recent bank statements, deeds, titles, and investment summaries
  • Existing estate documents (will, trust, POA, advance directive)
  • Long-term care insurance policy (if any)
  • Any care contracts, nursing home agreements, or medical bills
  • Income sources: Social Security, pension, VA benefits
Call now (800) 989-8137 or click “Find Care Near Me” to get matched with options today.

Frequently Asked Questions

What is the difference between Medicaid and Medicare?
Medicare is health insurance (primarily for age 65+). Medicaid can help pay for long-term care when income and assets meet state rules.
Do I have to spend everything before qualifying for Medicaid?
No. With proper planning, many assets can be protected under spousal impoverishment and other lawful rules.
What is a Miller Trust (Qualified Income Trust)?
It is a special account that helps people with income over Medicaid limits qualify for benefits in certain states.
Can I apply for Medicaid on my own?
Yes. However, attorney guidance can prevent mistakes, speed approval, and often save more than the legal fee.
When should I update my will, trust, or power of attorney?
Update after major life events (retirement, move, illness, widowhood) or every 3–5 years to reflect current laws and wishes.

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