Legacy Navigation’s Medicaid Planning Services

Medicaid Application Assistance

Utilizing our knowledge of Medicaid programs, rules, and regulations, we’ll fill out the Medicaid and HCBS waiver applications on your behalf.

Financial Planning

There are ways to structure your finances to extend the life of your funds and meet the eligibility requirements for a Medicaid waiver.

Asset Protection

We’ll provide guidance on asset management, transfers, and conversions to preserve your family’s income and protect your assets.

Durable Power of Attorney

We’ll educate you on your choices for establishing a Durable Power of Attorney for Healthcare and Finance and assist you in completing your POA according to your wishes.

Clinical Case Management

Our services go beyond financial planning. We can help you find and secure the services and resources you need to maintain your way of life.

Medical Travel Companion

We arrange all transportation, travel with the client, and provide all the care needed to move you or your loved one from one state or region to another.

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We are an independent certified Medicaid planning agency and not connected with Medicaid. We specifically focus on the 65 and older and disabled populations, and related A&D Medicaid waivers. We are unable to answer questions outside of these programs. For questions regarding other Medicaid programs, SNAP, health plans, etc. please call your local state Medicaid agency.