Medicaid In A Minute
A powerful screening and planning tool that identifies eligibility issues, uncovers potential pitfalls, and builds a strategy to protect your family's assets.
Screen
Identify eligibility issues and problem areas before they become obstacles.
Plan
Build strategies to preserve assets for your loved ones and your spouse.
Protect
Often saving everything — and at worst, one half of everything. Time is of the essence.
What It Does
Screening Meets Strategic Planning
MedicaidInAMinute goes far beyond a simple eligibility check. It's a comprehensive tool designed to identify problems early and build a plan to solve them.
Screening Tool
We identify issues and potential problem areas in Medicaid eligibility upfront — before they derail your application. By catching problems early, we can often cure them, saving time, money, and stress for your family.
Planning Tool
We go beyond screening to create a comprehensive plan. We examine your family situation, legal documents, income, and assets to determine what counts, what doesn't, and what can be preserved for the people you love.
Areas of Inquiry
We Look at the Complete Picture
We make sure the right agent has legal authority to assist, and we examine every area that could create a pitfall in the application process.
01
Family & Legal Authority
We review the family situation and legal documents — power of attorney, guardianship — to ensure the proper agent is in place to handle the application.
02
Income Analysis
We review all sources of income to determine if special planning tools, such as a Qualified Income Trust, are needed to meet eligibility requirements.
03
Asset Assessment
We identify which assets are countable, which are exempt, and determine what portion of countable assets can be preserved for your loved ones.
04
Transfer Review
We identify any transfers of assets that might violate the five-year look-back period. Caught early, these issues can often be cured before they become penalties.
05
Exempt Transfer Strategies
We look for strategies to transfer assets to loved ones using methods that are exempt from the five-year look-back — preserving wealth within the family.
06
Community Spouse Protection
We develop strategies to maximize the additional assets and income available to the Community Spouse — the one who remains at home.
Once We Know the Numbers
Smart Spend-Down & Asset Protection
After identifying all assets and income, we build a precise plan for what must be spent, what can be preserved, and how to protect even more.
Determine what countable assets must be spent down and on what
Calculate how much can be allocated to the spouse if married
Identify debts and bills that should be paid from countable assets
Flag potential income tax liabilities that need to be addressed
Identify items that can and should be purchased for the loved one in care
Identify items that can and should be purchased for the spouse at home
Ensure pre-paid funeral, burial arrangements, and last expenses are covered
Deploy strategies to protect even more assets — often saving everything
How It Works
A Simple Three-Step Process
Complete the Intake
Answer guided questions about your family, legal documents, income, and assets. We gather everything needed to see the full picture.
Review Required Spend
We analyze what must be spent first — debts, bills, taxes, prepaid arrangements — and allocate assets where they're needed most.
Protect & Preserve
We deploy strategies to save assets for your family. Often everything can be saved — and at worst, half of everything is preserved.
Know Where You Stand
MedicaidInAMinute helps you know upfront what issues you may face, what problems to address, and what strategies to employ — so your family can get eligible and keep more of what they've earned.
3
Simple Steps
6
Areas of Inquiry
100%
Often Saved