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Review public and private resources, including Medicare, Medicaid, Veteran’s Benefits, Auxiliary Grants, and other programs, and their eligibility requirements to determine if client qualifies for such assistance. |
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Confer with senior providers as to costs of care. |
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Electronically scan, sort, and organize all client information for reference and benefits applications. |
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Review asset titling and beneficiary designations and update as necessary. |
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Assist clients in securing all personal and financial documentation as necessary. |
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Preserve wealth for self, spouse, and family. |
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File benefits applications with complete supporting documentation. |
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Minimize prohibitive cost of care in Washington Metro area. |
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Analyze gifts, transfers, and possible periods of ineligibility for public benefits. |
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Assist in public benefit appeals. |
