Bennett, Shaw & Whitlock LLC

Medicaid Planning

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HelpMomAndDad.Us

484-854-1366

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WE HELP YOU

Get the best Care and

sECURE YOUR FUTURE FINANCIally

Welcome to Bennett, Shaw & Whitlock, Your Trusted Partner for Medicaid Education and Application.

Protecting Dreams, Securing Futures

BS&W specializes in Medicaid Planning and understands the importance of safeguarding what matters most to you. Their mission is to provide personalized solutions tailored to your Medicaid planning needs. The flat fee structure takes the unknown out of retaining our team.

Tailored Coverage for Your Situation

Every situation is unique, and your planning should reflect that. Whatever you're circumstances, you will receive a multi-step plan which makes the complicated, simple, thereby reducing your stress during the Medicaid application process. Our services can usually be done 100% in a client’s home or facility.

Your Dedicated Advisor

As your dedicated Medicaid Planner, BS&W is committed to guiding you through the intricacies of Medicaid education and application. With years of expertise, making the complex simple, ensuring you make informed decisions that align with your care and financial goals.

Personalized Service

We believe in a client-centered approach to planning. BS&W works with a team philosophy, including Medicaid Specialists and Elder Law Attorney’s, who are totally focused on you to understand your unique circumstances and create a customized plan that fits seamlessly into your life.

Primary Services

Maximize Care

Know your options

Assistance with applying

Easier Application

Maintain your Lifestyle

Preserve Assets

Pay for Healthcare

Better Care

Attorney Guided Estate Planning Documents

Updated Documents

Attorney Prepared

Your Wishes Made Known

Help Loved Ones

Our 3 Step Process

15 Minute Initial Phone Call

(No Charge for Initial Call)

Get Questions Answered

We Describe Our Process

See if We Can Help

We Gather Details of Your Situation

Develop Customized Plan

Decide When to Begin

Make the Plan

Information Obtained & Documents Prepared

Application Submitted

You Have Peace of Mind

Help Your Loved Ones

Ready to take the first step towards a more secure future?

CONTACT ME NOW

484-854-1366

FAQs

Why do I need life insurance or an MCA?

Life insurance and Medicaid Compliant Annuities are important planning tools, when appropriate, which can cover expenses not covered by Medicaid.

They provide financial protection for your loved ones in the event of an extended illness or your passing. Families can cover funeral and probate expenses, outstanding debts, and are a key tool in Medicaid planning.

What type of Estate Plan do I need?

Many factors go into making sure your wishes are carried out. A starting place for the Senior Market is a Healthcare Power of Attorney, Financial Power of Attorney, and a Will or Living Trust. Various factors determine which documents will best suit your situation including your health, income, and future goals. Whether years away, or a crisis situation, a personalized assessment with BS&W can provide a more accurate program of action for your situation.

What is Medicaid Planning ?

70% of Americans will need Long Term Care. Medicaid is by far the largest payer of LTC. Medicaid has specific rules regarding asset and income limits. There are also strong guidelines designed to protect the family. Clients and families benefit from knowing these rules in different situations. We will explain each option during a consultation.

Why Me ?

Serving SE Pennsylvania as a dedicated Medicaid trained Paralegal and educator with BS&W, I bring a wealth of knowledge in Eldercare and personalized service to guide you through the complexities of Medicaid Education and Application. With a commitment to understanding your unique needs, I tailor comprehensive solutions that provide peace of mind for you and your loved ones.

My legal background facilitates partnering with Elder Law Attorneys when needed for the Senior Planning Process.

Reduced Stress

Peace of Mind

My Happy Clients

Choosing Steve as my advisor was one of the best decisions I've made. I’ve used him twice and referred him to friends. His expertise and personalized approach made the process smooth and hassle-free. Now, I have peace of mind knowing that my family has a legacy. Thank you, Steve !

Linda V.

I had legal documents from my doctors office for years. I wasn’t able to fill them out myself. After attending a seminar at my community I scheduled a consult and started the process of having my documents created.

FINALLY, I HAVE PEACE OF MIND MY FAMILY IS PROTECTED!

Elizabeth I.

Working with Steve was so helpful for me. He took the time to understand my goals and crafted a plan and provided insurance that aligned perfectly. The support and guidance throughout the entire process were exceptional. Grateful for the peace of mind he’s given me and my family.