Need long-term care Medicaid for a family member?

We help you to get Medicaid successfully, while not depleting your financial resources. We protect your nest and nest egg

Our goal

At Medi-Asset Protect
Too often families face complex paperwork and decisions without the right expertise or tools to be successful. This can result in being denied Medicaid coverage or depletion of assets.

We provide custom solutions and take on the complex process of applying for Medicaid and asset preservation. Families are always relieved to hear we are known for being able to tackle even the most challenging and complex situations

Our Goal

At Medi-Asset Protect,
Too often families face complex paperwork and decisions without the right expertise or tools to be successful. This can result in being denied Medicaid coverage or depletion of assets. We provide custom solutions and take on the complex process of applying for Medicaid and asset preservation. Families are always relieved to hear we are known for being able to tackle even the most challenging and complex situations

Who are we?

Medicaid experts who can navigate the path to success

It starts with Certified Medicaid Planner Lynn Socci, CMP™.  I’m dedicated to your case to assess your situation, understand your goals, and identify custom strategies to enable success.

I have a unique background with over 15 years combined experience as a director of rehabilitation in long-term care and helping couples preserve assets as a retirement planning specialist.  It gave me the insight and skill to understand the challenges families face from many different aspects and to help resolve them.  My most satisfying moments are hearing the relief and happiness in a person’s voice when I show them, they have options.

That is why I enjoy teaching and showing families how they can get care for their loved one while protecting their financial resources.

As Certified a Medicaid Planner, I help individuals every step of the way through the application process and can circumvent issues. As the guideline and standards setter in the Medicaid Planning field, the CMP™ Governing Board established an ethics panel that has formulated a unifying set of client-first principles to guide Certified Medicaid Planners™ in the proper and ethical practice of the profession.

Our services

We provide 3 core services

Pre-planning

Getting ready for a Medicaid need. With the Medicaid 5 year lookback we can help you plan ahead to avoid pitfalls and protect assets in advance.

Asset preservation

insights and implementation of strategies to ensure financial resources stay with you and your family members instead of being depleted

Medicaid application and case management

We develop the application for you and help manage your case throughout the complex process through to successful approval

Case examples

See how we help people like you

If you have assets beyond Medicaid’s allowable limits, which can vary by state, working with a Medicaid planner such as myself is a wise choice. If you’re over the income limit, that’s another great reason to work with me. You do have options when your income exceeds the limit, but you’re still unable to afford their cost of care. Other situations where it makes sense to work with me:

How it works

Free intake and assessment & Nationwide service

1. Intake and assess

2. Plan recomendations

3. Plan implementation, Medicaid application and plan management.

How It Works

Free intake and assessment & Nationwide service

1. Intake and Assess

2. Plan Recommendations

3. Medicaid application and case management through successful coverage

All the ways I can assist you

I started Medi-Asset Protect to help people just like you and your loved ones have the best possibility of being accepted into the Medicaid program. As a trusted Certified Medicaid Planner, here’s what I can assist you with:

And much more.

Please contact me Lynn Socci now to discuss the benefits of having a trusted Medicaid planner on your side to answer your questions and help you through this difficult process.

I started Medi-Asset Protect to help people just like you and your loved ones have the best possibility of being accepted into the Medicaid program.
As a trusted Certified Medicaid Planner, here’s what I can assist you with:

  • Lower family stress by explaining options and laying out a clear plan
  • Take over the Medicaid application process and work with you until you get approved
  • When possible convert assets to exempt status to ensure eligibility
  • Protect your life savings. You don’t have to go broke to become Medicaid eligible
  • Protect your home from Medicaid recovery
  • Set up your finances to ensure your spouse has adequate income and assets

TESTIMONIAL

Hear from our clients

Schedule a no obligation call

We know that dealing with Medicaid or the Medicaid Homecare waiver can be difficult to do. It can be an overwhelming process. We can help sort it all out and make it as easy as possible.

Contact us today for a free consultation and assessment.