Medicaid Planning

Medicaid can be crucial for long-term care, but its complex rules often lead to confusion and costly overpayments. At Burgos and Brein LLC, we specialize in aligning your finances with Medicaid guidelines, maximizing your benefits while minimizing your out-of-pocket costs.

Like a skilled CPA working for your financial well-being, our Medicaid planning experts use proven techniques to ensure you receive the most from your Medicaid coverage. We help you navigate the intricate "spend down" process, shifting your resources strategically to protect as much of your hard-earned assets as possible.

Whether you're a single or married patient, our team provides customized Medicaid planning solutions. We understand the unique challenges faced in each case, and develop a clear roadmap for optimizing your available resources.

We can introduce strategies like Medicaid-compliant annuities and protective trusts to convert assets into income. These legal tools ensure you get the care you need without unnecessarily depleting your legacy.

Don't let complex Medicaid rules leave you feeling overwhelmed. Contact Burgos and Brein LLC today and learn how our personalized Medicaid planning can save you money and protect your financial security.