Orefield, PA Medicaid Planning Lawyer

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If you’re approaching or currently in your retirement years, you are likely overwhelmed with anticipation for the opportunities that lay ahead of you. You might be planning to take a trip that you’ve been dreaming of all your life, pick up a new hobby, or simply spend time making precious memories with your family. The good news is that, statistically speaking, you have a lot of time for those things, as today’s seniors are living longer than ever!

However, it is also important for you to consider other less appealing possibilities, like having to live in a nursing home or receive some other sort of long-term care (and statistically speaking, this is a likely possibility at some point in your final decades!). If you don’t take the time to plan for that potential, you run the risk of drastically diminishing your life savings – funds that you probably hope to pass on to your loved ones or to a beloved charity. Taking the time to work with our skilled Orefield Medicaid planning lawyer can give you peace of mind that this possibility will not become a reality for you and your family. Call today to schedule your free consultation and learn more about how we can simplify the Medicaid process for you!

Orefield Medicaid Planning Lawyer

What Is Medicaid Planning And Why Is It Necessary?

Medicaid is a public healthcare program offered by the United States government to those with low-income. Many seniors rely on these benefits to fund their nursing home or other long-term care expenses, as neither Medicare nor most private health insurance plans cover them. However, individuals must meet the income requirements to qualify, which is why it becomes necessary to “plan” for it. 

There are a few legal tools – trusts being one of them – that can work to transfer assets out of your name so that you fall below the income limit required to qualify for Medicaid. Simply gifting your money to your loved ones or spending it down won’t work, as the government will conduct a five-year “look back” into your finances. They consider gifts, donations, and transfers to a trust made at any time in the five years before you applied for Medicaid as income that could prevent you from qualifying. This is why it is imperative to begin the process with our Orefield Medicaid planning lawyer as soon as possible!

How Can Working With An Orefield Medicaid Planning Lawyer Give Me An Advantage?

The Medicaid planning process is extremely complicated and any errors you make throughout it could mean having to start all over again, or even being denied. Our lead Orefield Medicaid planning lawyer, Joshua N. Daly has over 15 years of experience in asset protection laws and has helped countless Pennsylvanians successfully qualify for Medicaid. He will: 

  • Take the time to listen to you and get to know you so he can provide personalized advice
  • Review a list of your income sources and assets so he is familiar with your financial situation
  • Explain your legal options
  • Answer all of your questions about Medicaid planning and long-term care
  • Come up with a plan of action to shield your assets using a variety of legal tools
  • Gather and complete the paperwork required for your Medicaid application
  • Appeal rejections if you are denied
  • And more!

Contact Daly Law Offices To Learn More

You’ve worked too hard throughout your life to be in the favorable financial position you’re in…only to lose it to life-preserving medical care that you will likely need in the future. Working with our experienced Orefield Medicaid planning lawyer means that you – and your money! – will be protected in the future. Mr. Daly has earned a reputation for his efficiency and exceptional service to clients, which means that you will receive an unrivaled level of attention to your case. Call today to schedule your free consultation and learn more!

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Orefield, PA Practice Areas

Worked together on a relative’s Estate Planning. Very easy to work with and knowledgeable. So glad we chose Josh. Thank you.

Beth Macik

Josh we wanted to take a moment to thank you from the 3 of us from the bottom of our hearts. You are a gift and you have such a gift in what you do and they way you actually do it.
A total class act with the perfect personality for your profession. We can’t tell you enough how much we appreciate you and honestly thank so much. And it won’t be the last you see of us. Much Appreciation. The Stine/DiGiovanni family
*We highly recommend Joshua Daly for Elder Law, wills, etc. This is something that people don’t know what can happen when your parents pass away or what to do. Josh helps prevent as much as you legally can the home and assets being taken by elder care home and/or govt.
What a great experience on a subject people don’t like to talk about but is so important. Josh makes this process pleasant. We are recommending Josh to all our friend and family and friends. Everyone should get their ducks in a row. I am glad we met Josh & finally did this!
Thank you Josh

Stephanie DiGiovanni

Daly Law Offices

Why Choose Us?

Free Consultations

14+ Years Of Experience

Dedicated Small Firm Attention

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(484) 293-1885