Expert Medicaid Planning Services
Apply and qualify for Medicaid to cover long term care expenses.
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About CaidPlan
What is CaidPlan?
CaidPlan is the first web-application to assist clients with applying for Medicaid to cover nursing home care. Our team can help you apply for Medicaid and assist with qualifying for Medicaid due to asset and/or income limits. CaidPlan is committed to using specific tools and resources to help you qualify for Medicaid. We assist you every step of the way.
Our Mission
At CaidPlan, our mission is to provide comprehensive Medicaid planning services to ensure our clients can pay for nursing home care. We strive to be your one-stop shop for all your Medicaid needs, guiding you through every step of the process.
Our Services
We offer a comprehensive package of services that will ensure your estate is protected during your transition into nursing home care. Services include:
- Medicaid Long Term Care application assistance
- Medicaid Compliant Annuities
- Qualified Income Trust formation
- Funeral Trust formation
- Life insurance
- Financial planning
- Tax planning/tax preparation
Who We Are
We are a group of Certified Public Accountants, Enrolled Agents, Attorneys, and CFP Professionals committed to making sure you are able to pay for nursing home care using Medicaid-Long Term Care. We provide the necessary expertise to help you or a loved one navigate the complexity of Medicaid planning by showing you the methods to become qualified in the event your income and/or assets exceed Medicaid-state limitations.