Medicaid Planning for Upstate New York Families
Welcome to Hudson Valley Medicaid Planning. We provide expert Medicaid planning and consultation services for New York seniors (65+), individuals who are blind, and those with disabilities. Our team helps clients understand Medicaid eligibility, income and asset limits, and navigate the application process with confidence. We proudly serve Orange, Dutchess, Ulster, Greene, and Sullivan Counties. Contact us today for a free consultation and discover how we can help you secure the Medicaid benefits you deserve.
Our Mission
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Our mission is to provide compassionate Medicaid planning guidance that helps families protect their future, navigate long-term care decisions, and secure the support their loved ones deserve. We are committed to delivering personalized solutions, trusted advocacy, and clarity throughout every step of the process.
Advocates for New York Families
Whether you're an attorney seeking guidance for clients struggling with nursing home costs, or a family member in need, we provide expert Medicaid planning services to help you navigate complex requirements and secure the care you deserve while safeguarding your assets.
How we help
Medicaid Planning
Our team specializes in developing personalized asset protection strategies to shield your wealth from potential risks and ensure a secure financial future for you and your loved ones. Let us safeguard what matters most to you.
Application Support
​We help families throughout the Hudson Valley and Upstate New York prepare accurate Medicaid applications, avoid delays, and respond to documentation requests. Our personalized guidance simplifies the process and helps loved ones access long-term care benefits efficiently.
Pooled Income Trust
We simplify Pooled Income Trust enrollment by preparing the paperwork and coordinating with the trust organization, helping you maintain Medicaid eligibility under New York guidelines
The importance of hiring a Certified Medicaid Planner:
Planning for long-term care does not have to mean sacrificing everything you have worked hard to build. Our Certified Medicaid Planners help families understand New York’s eligibility requirements and develop lawful, cost-conscious strategies for obtaining Medicaid coverage for nursing home care or care at home. We carefully evaluate each client’s financial circumstances, explain available planning options, and help protect assets, homeownership, and the financial well-being of a spouse whenever permitted under Medicaid rules. Our planners have completed specialized education and testing and are committed to providing knowledgeable, ethical guidance tailored to each family’s needs
Medicaid Planning Process
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Step 1
Meet with one of our Certified Medicaid Planners to discuss your unique circumstances and determine whether professional Medicaid planning services are right for you
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Step 2
Once your case is assigned to a Certified Medicaid Planner, you will receive a customized documentation checklist based on your initial consultation. We will guide you through each step of gathering the necessary financial records and supporting information.
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Step 3
​Our team supports you throughout the application process, responds to additional state requests, and advocates for your family through the final eligibility decision.