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Family Members

A Medicaid Advisor assisting a senior couple with a medicaid application.

Our Approach for Families...

At SP Healthcare Financial Solutions, we understand the emotional and financial challenges that come with planning for your aging loved ones. Navigating the complexities of Medicaid and ensuring your parents receive the care they deserve can feel overwhelming. That’s where we step in.

Our compassionate team specializes in helping families qualify for Medicaid, establishing Medicaid Qualified Income Trusts, and setting up Personal Care Contracts. We also offer services like Asset Protection and Liquidation when necessary, Power of Attorney arrangements, and Annual Review Submissions to keep you on track. To make the process even smoother, we provide a Travel Notary service, ensuring your documents are signed without hassle.

We’re here to ease your burden and guide you through these unfamiliar waters with expertise and care, so you can focus on what matters most—your family. Let SP Healthcare Financial Solutions simplify the process and help secure your parents’ future.

Qualifying for Medicaid can be a confusing and overwhelming process. We guide families step by step, ensuring that your loved ones meet the necessary eligibility requirements while helping you protect their assets. Our goal is to take the complexity out of Medicaid qualification, easing the stress so you can focus on caring for your family.

Medicaid Application

Medicaid Qualification & Application Assistance

For individuals who exceed Medicaid income limits, a Qualified Income Trust is essential. We assist in creating and managing QITs, ensuring compliance with Medicaid regulations, so that your loved ones can access the care they need without losing financial eligibility.

Golden Lock sitting on cash

Medicaid Qualified Income Trust (QIT) Creation

Personal Care Contract

When family members provide care, establishing a Personal Care Contract helps formalize the arrangement and ensures Medicaid compliance. We help families create legally sound contracts, compensating caregivers while protecting Medicaid eligibility, providing financial security and peace of mind.

Personal Care Contracts

We work closely with families to protect their loved ones' assets from Medicaid spend-down requirements. Whether it's safeguarding assets or liquidating them when necessary, we provide expert guidance to ensure your family’s financial future is secure while maintaining Medicaid eligibility.

Small Model Home with money sitting on a table

Asset Protection & Asset Liquidation

Power of Attorney

Setting up a Power of Attorney ensures that a trusted family member can make important decisions on behalf of your aging parents when necessary. We help families navigate the legal process, making sure all documents are properly executed so that your loved ones’ affairs are managed with care and authority.

Power of Attorney

Medicaid beneficiaries are required to submit annual reviews to ensure continued eligibility, which can be a daunting and confusing process for families. At SP Healthcare Financial Solutions, we handle the entire submission process, ensuring all necessary documents are completed accurately and submitted on time. This helps prevent any disruption in benefits or care for your loved ones, giving you peace of mind that their Medicaid coverage remains secure year after year.

Medicaid Eligibility Document

Annual Medicaid
Review Submissions

Notary Stamps

Our Travel Notary service brings notary services directly to you, making it convenient for families to sign and authenticate important documents without the hassle of travel. This service ensures that legal formalities are handled quickly and efficiently, wherever you are.

Travel Notary, and more...

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