About Legacy Navigation
*CERTIFIED MEDICAID PLANNERS
A Certified Medicaid Planner (CMP) has expert-level experience with Medicaid programs and can help people navigate both current and new Medicaid rules. A CMPs goal is to give you the most cost-effective and legal plan thats the best fit for your Medicaid situation. Not everyones Medicaid path is the same. A CMP should help you navigate your specific Medicaid strategy as well as implementing that strategy. Medicaid isnt one-size-fits-all, and what someone else qualifies for might not be the best fit for you. As your Medicaid Planners, we complete the application for you, submit all your documents, complete all communication with the state, and take the weight off your shoulders as we guide you through the process to secure resources for the care you need.
*ADVANCED DIRECTIVES
Having a Power of Attorney for medical and financial decisions if you become incapacitated is one of the best planning tools you can use. These documents allow another to speak for you in the case you can not speak for yourself. Our team will educate you on your choices and help you complete your power of attorney for healthcare and finances per your wishes.
*FREE IN-HOME CONSULTATIONS
Our Registered Nurse and Master Social Worker will visit your home, discuss your options for healthcare and finances, and assist you in making the best plan for your future goals and needs.
*ASSET PROTECTION
As Medicaid Planners, we help clients structure their financial resources and prepare documentation to ensure the greatest possibility of being accepted into the Medicaid program. We manage asset transfers and provide guidance on converting countable assets into exempt assets to ensure eligibility and preserve a familys resources. In many instances, we can also protect a family home from Medicaid recovery. In addition, we manage finances to ensure a healthy spouse (a non-applicant spouse) has adequate income and resources to continue living independently during and after the time their partner is receiving care assistance.
When Legacy Navigation becomes involved in the life of a client, whether you are the client or a family member you can expect the following:
Increase in client safety and longer lengths of stay in their home environment.
Clinical and professional plan of care that will provide direction for all aspects of care including financial, psycho-social, and medical.
Fewer emergencies or hospitalizations for clients with hands on in home visits with both MSW and RN.
Reduced stress for family members with better communication and improved relationships.
Visitation and less isolation for clients.
A knowledgeable clinician to assist at MD appointments with information sharing, disease management, and medication management.
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The 3 Most Common Challenges People Have Qualifying for Medicaid Benefits
CHALLENGE #1:Knowing How to Fill Out the Complex Medicaid ApplicationMedicaid eligibility can be incredibly complex and each waiver can differ from state tostate. The consequences of being denied by Medicaid is frustrating and causes undostress to clients and families. Because the rules for Medicaid change frequently it's difficult forpeople to know how to fill out the application properly. Additionally, the application is time-consuming and the review process is often lengthy.As Certified Medicaid Planners Legacy Navigation helps you:Structure your financial resourcesPrepare documentationAssist in creating Miller trustsManage your asset transfersPreserve your family's resourcesProtect your home from Medicaid recoveryManage your finances to ensure a (a non-applicant spouse) has adequateincome and resources to continue living independently during and after the timetheir partner is receiving care assistance.CHALLENGE #2Understanding the Latest (and Often Changing) Medicaid Rules and How They Apply toYour Specific SituationDo you need to make more monthly income that exceeds Medicaids limit?Are you wondering if you can keep your home?Do you need a vehicle?These are conversations Legacy Navigation has everyday with their Clients. TheirRegistered Nurse (RN) and Master Social Worker (MSW) begin the process with a freeconsultation to look at your whole picture. This consultation includes: A complete medical, financial, and psychosocial assessment. Setting Client & family goals. Assessing your likelihood of Medicaid approval. Dispelling the myths of Medicaid. Once a Client of Legacy Navigation, they will become your Authorized Representative togather all the needed paperwork for submitting your formal application to Medicaid.Once submitted they then go to work communicating with Medicaid 2 to 3 times a weekto ensure your application is moving forward!CHALLENGE #3Housing: Finding You Assisted Living or Bringing Care Giving Services to Your HomeDo you want to stay in your home but need more care?Is it time to consider assisted living but you cannot afford it?Legacy Navigation has relationships with agencies throughout the State to help withyour Medicaid assisted-living placement, or, finding Medicaid caregivers to providesupport in the home for your advanced care needs.About Legacy NavigationLegacy Navigation are skilled pro's in "navigating" the complex world of Medicaid. With acombined 50 years of health care experience and over 227+ successful Clientplacements they are your trusted advocates. Their chief aim is to bring you peace ofmind and comfort during your time of need! Legacy Navigation Is Recognized as Experts inMedicaid Applications with a 99% Approval RateEditors Note: This article was submitted by Brooke Baker RN and Jessica Young MSW,co-owners of Legacy Navigation who may be reached at (208) 204-6004 or on the webat www.legacynavigate.com
Oct 12, 2022
3 Most Common Challenges People Have Qualifying For Medicaid Benefits
The 3 Most Common Challenges People Have Qualifying for Medicaid Benefits (And How LEGACY NAVIGATION Helps You Overcome Them All) CHALLENGE #1: Knowing How to Fill Out the Complex Medicaid Application Medicaid eligibility can be incredibly complex and each waiver can differ from state to state. The consequences of being denied by Medicaid is frustrating and causes undo stress to clients and families. Because the rules for Medicaid change frequently it's difficult for people to know how to fill out the application properly. Additionally, the application is time-consuming and the review process is often lengthy. As Certified Medicaid Planners Legacy Navigation helps you: Structure your financial resources Prepare documentation Assist in creating Miller trusts Manage your asset transfers Preserve your family's resources Protect your home from Medicaid recovery Manage your finances to ensure a (a non-applicant spouse) has adequate income and resources to continue living independently during and after the time their partner is receiving care assistance. CHALLENGE #2 Understanding the Latest (and Often Changing) Medicaid Rules and How They Apply to Your Specific Situation Do you need to make more monthly income that exceeds Medicaids limit? Are you wondering if you can keep your home? Do you need a vehicle?These are conversations Legacy Navigation has everyday with their Clients. Their Registered Nurse (RN) and Master Social Worker (MSW) begin the process with a free consultation to look at your whole picture. This consultation includes: A complete medical, financial, and psychosocial assessment. Setting Client & family goals. Assessing your likelihood of Medicaid approval. Dispelling the myths of Medicaid. CHALLENGE #3 Housing: Finding You Assisted Living or Bringing Care Giving Services to Your Home Do you want to stay in your home but need more care? Is it time to consider assisted living but you cannot afford it? Legacy Navigation has relationships with agencies throughout the State to help with your Medicaid assisted-living placement, or, finding Medicaid caregivers to provide support in the home for your advanced care needs. Editors Note: This article was submitted by Brooke Baker RN and Jessica Young MSW, co-owners of Legacy Navigation who may be reached at (208) 204-6004 or on the web at www.legacynavigate.com