Call us for a free consultation: 1-855-775-2664

With mom’s financial future
on the line, I made sure to
speak to the Medicaid experts.
I’m glad I did!

Medicaid Eligibility and Senior Planning Services

The Medicaid eligibility application process is often frustrating for applicants and their families. The risk of failure is real. The cost of failure can be financially devastating. This is why you need Senior Planning Services on your side.


When a loved one is in need of long term care, it is likely that there are numerous challenges to contend with. The added stress synonymous with the Medicaid eligibility application process is an unwelcome burden further compounding existing difficulties.


Senior Planning Services is the ultimate solution for optimized Medicaid eligibility. Thousands of Medicaid applicants and their families have relied on the expertise of Senior Planning Services. With Senior Planning Services, the promise of a secure financial future becomes reality for qualified applicants. Call us today for your free Medicaid consultation.

Senior Planning Services holds three offices; including our New Jersey Medicaid corporate office, our New York and Connecticut offices.

Common Medicaid Concerns

In order to appropriately prepare for Medicaid eligibility, it is critical to understand Medicaid Penalties and what transfers are allowable and which transfers are not.

There are some common misconceptions about how monthly income impacts qualifying for Medicaid. Senior Planning Services will answer all Medicaid eligibility concerns.

There are numerous documents that need to be presented at the county Medicaid office before Medicaid eligibility is granted.

Before Medicaid eligibility is established, Medicaid applicants must meet resource thresholds based on Medicaid eligibility rules.


In paid benefits


Satisfied clients

500+ facilities

Referring our services

"Senior Planning Services is not another marketing gimic – they have proven their value to our company. They know the Medicaid challenges of our profession and they succeeded with all of our clients. They are worth every penny!"

Regina Figueroa, MHSA, CNHA
VP of Operations

"Senior Planning is just the best thing to happen for our residents, families of residents and our buildings!"

Cathy S Fortin MBA
Revenue Cycle Manager