If you answer "No" to any of the questions below, don’t
make a decision now. Call Platinum Financial Planning for a free, no-obligation
consultation. Or if you prefer, request a free report with additional information
including a side-by-side comparison of medicaid services provided by other
professionals in the area!
 | 1.
Does the firm offer a free consultation? |  |
| | 2.
Does the firm offer a second free consultation if necessary? | |
| | 3.
Does the firm have experience of more than 250 cases successfully completed? | |
| | 4.
Does the firm have staff that was previously employed by the Department
of Children and Family, Aging and Adult Services Division with more than
15 years of individual experience? | |
| | 5.
Does the firm fully educate you about the strategies that can be utilized
and then allow you to choose which is best for you and your family? | |
| | 6.
Does the firm acquire verifications of assets and income on your behalf
at no additional charge? | |
| | 7.
Does the firm represent you at the Medicaid office? | |
| | 8.
Does the firm handle the case at the Medicaid office without you being present? | |
| | 9.
Does the firm utilize every legal strategy available to protect your hard
won assets? | |
| | 10.
Will the firm handle your case if you do not buy a financial product? | |
| | 11.
Is the fee a fixed, known amount? | |
| | 12.
Will the firm utilize strategies that maximize the amount of cash you can
keep and minimize the amount you must deposit in a financial product? | |
| | 13.
Will the firm welcome the opportunity to meet or speak with family, friends,
or other professionals whom you are relying on to make the right decision
at no charge? | |
| | 14.
Will the firm send information to trusted advisors at no charge? | |
| | 15.
Will the firm’s case worker cheerfully return your calls and answer
your questions within eight business hours or less? | |
| | 16.
Will the firm handle an annual review? | |
| | 17.
Will the firm handle death claims on the deceased patient as a courtesy? | |
| | 18.
Will the firm handle changes in your case after initial approval at no charge? | |
| | 19.
Will the firm handle a case outside the State of Florida at no additional
charge? | |
| | 20.
Will the firm have a Qualified Income Trust drafted by a properly licensed
and qualified attorney at no additional charge? | |
| | 21.
Will the firm provide notary services on a local basis at no additional
charge? | |
| | 22.
Will the firm, if necessary, explain to banks how to open and properly title
the qualified income trust account? | |
| | 23.
Will the firm handle naming or changing beneficiaries on Insurance policies,
if necessary, at no additional charge? | |
| | 24.
Will the firm handle re-titling accounts as necessary after approval at
no additional charge? | |
| | 25.
Will the firm handle necessary copies, letters, postage, long distance calls,
certified mail, and other miscellaneous nuisance costs at no additional
charge? | |
| | 26.
Is the firm qualified to advise you on investment options available to maximize
income to the community spouse? | |
| | 27.
Does the firm have an impeccable reputation with social workers at various
and numerous health care centers throughout the community? | |
| | 28.
If you asked a social worker who you should consider did the firm’s
name come up as one of the top two to consider? | |
| | 29.
Does the firm offer printed, website, and/or video material as an educational
tool to help you understand the logic and strategies behind Medicaid planning? | |
| | 30.
Has the firm or principal of the firm been a front page feature story in
a local or national newspaper? | |
| | 31.
Does the firm answer the phone in person and take messages in person (no
pushing buttons or leaving voice mails)? | |
| | 32.
Is the firm honest about your options if you are inquiring before a nursing
home is necessary? | |
| | 33.
Does the firm have an on-staff MBA tax specialist to file your income tax
and utilize the deductions you are entitled to as a result of nursing home
confinement? | |
| | 34.
Does the firm have a 100% success rate of gaining Medicaid ICP approval
for the agreed upon month? | |
| | 35.
Does the firm have strategies for non-homestead real estate, joint assets
in common, recreational vehicles, and other non-liquid assets? | |
| | 36.
Does the firm have strategies to protect IRA’s, 401(k)’s, and
other qualified assets without liquidation? | |
