May 01, 2024

Crisis Medicaid Planning: What Everyone Needs to Know

People with greater wealth often assume that Medicaid planning does not apply to their situation. However, families frequently underestimate future long-term care costs, and unforeseen medical needs may arise where a family member could benefit from Medicaid. By implementing crisis planning strategies, families can understand how to safeguard their assets within five years of a family member accessing Medicaid benefits.

In this interactive webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will review why financially secure families should be aware of long-term care costs and how program benefits could play a role in their planning.

In this session, he’ll cover:

• The impact of long-term care costs on individuals and their families.

• Key features and provisions for Medicaid benefits and eligibility.

• The financial impact and associated penalties that could arise when receiving Medicaid benefits.

• Strategies to protect assets while accessing Medicaid benefits.

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

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