MEDICAID ASSESSMENT/APPLICATION

Our seven-step Medicaid Assessment and Application Process®.

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Click on each icon below to learn more about the seven steps in our customizable medicaid assessment/application process.

When you’re facing a long-term care crisis, getting the right care for your loved one is critical.  It can easily cost thousands of dollars each and every month, but it doesn’t have to. There are better solutions, but navigating the complex maze of legal and financial long-term care options is a daunting and overwhelming task.  Many of those options are based on complex Medicaid asset and income rules. 

We have developed a unique seven-step Medicaid Assessment and Application Process that provides you with an in-depth analysis of the solutions that are available to you given your particular financial situation and goals. We will break down each available option and work together to determine which one is best for your family and then map out a plan for how to move forward.  For those families where MassHealth is part of the solution, our experienced team will lead you through that application process, step by step.  Our unique legal process is designed to provide you with comfort and clarity in knowing that your loved one is protected, both now and in the future, personally and financially.

Our Team of Qualified Wills, Trusts & Estates Attorneys

Kenneth J. Simmons, Jr.

Your Goals.  Your Plan.  I think these four words really capture the key principals that our practice is built on, which are:  a) That every client has unique goals, dreams and concerns; b) That there is no such thing as a “one size fits all” solution when it comes to estate planning; c) that our most important job is to listen to and learn from our clients to understand what they want their estate plan to accomplish.  It is through this learning process that we can then create a customized estate plan designed to meet the personalized goals of each and every client.” 

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Marco A. Schiavo

“I believe that 95% of our job is listening.  Our firm’s objective is to address all of our clients’ concerns and accomplish their goals by providing a personalized estate plan designed to fit their specific needs which includes preserving the wealth that they have accumulated throughout the years. We believe firmly that estate planning is not a one-time event. As life changes, the plan should change with it.  We believe in developing lifelong relationships with our clients so that they see us as not just advisors, but also as trusted friends.” 

Learn More about Attorney Schiavo

Our Team of Qualified Wills, Trusts & Estates Attorneys

Kenneth J. Simmons, Jr.

Your Goals.  Your Plan.  I think these four words really capture the key principals that our practice is built on, which are:  a) That every client has unique goals, dreams and concerns; b) That there is no such thing as a “one size fits all” solution when it comes to estate planning; c) that our most important job is to listen to and learn from our clients to understand what they want their estate plan to accomplish.  It is through this learning process that we can then create a customized estate plan designed to meet the personalized goals of each and every client.” 

Learn More about Attorney Simmons

Marco A. Schiavo

“I believe that 95% of our job is listening.  Our firm’s objective is to address all of our clients’ concerns and accomplish their goals by providing a personalized estate plan designed to fit their specific needs which includes preserving the wealth that they have accumulated throughout the years. We believe firmly that estate planning is not a one-time event. As life changes, the plan should change with it.  We believe in developing lifelong relationships with our clients so that they see us as not just advisors, but also as trusted friends.” 

Learn More about Attorney Schiavo