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Medicaid and Long-Term Planning Attorneys in Mooresville, Charlotte, NC

At Daly Mills Estate Planning, our Mooresville Medicaid and long-term planning lawyers know how quickly extended care facilities, including nursing homes and assisted living arrangements, can deplete a lifetime of savings.

We also know that without the proper assets to pay for quality care, our North Carolina seniors can suffer from a diminished quality of life far from the standards they once enjoyed.

Our Mooresville estate planning attorneys represent clients throughout the state of North Carolina because it is also our home.

Our lead estate planning and elder law attorney, Danielle Feller, is a local North Carolinian at heart. The daughter of a Mooresville Graded School District member, Ms. Feller graduated from Mooresville High School and attended both undergraduate and law school in Raleigh before moving back to Iredell County to further her law career by developing important legal solutions for those in her community.

It is also where our attorney Miranda Mills was born and raised, home to her Alma Mater, the Wake Forest University School of Law, and where her parents and family live.

We can help you discover asset protection strategies and supplemental Medicaid coverage that will allow you to get the care you need today and going forward, by contacting our skilled Elder Law attorneys in Iredell County today.

Knowledgeable Medicaid and Long-Term Planning Attorneys in Iredell County, North Carolina

Long-term care assisted living, and Medicaid all fall under complex state and federal regulations that change frequently, making asset preservation, formation, and implementation plans a necessary part of any estate — no matter its size or economic value.

Our skilled Medicaid and long-term planning attorneys help position our clients for coverage eligibility while preserving their assets, so they can get the care they need without sacrificing the financial standing they have worked so hard to achieve.

Why Do I Need Long-Term Care Planning?

At Daly Mills Estate Planning, our knowledgeable Medicaid and long-term planning attorneys in Iredell County encourage seniors to uncover all possible healthcare supplements and coverages to help ensure that their future quality of life is not jeopardized by the lack of financial stability.

The reality is, many of our seniors may spend years in nursing homes and assisted living facilities that can rapidly deplete the savings that individuals and couples have spent a lifetime building.

Long-term care planning helps our clients pursue and obtain Medicaid for nursing home benefits, Special Assistance for assisted living benefits, and Veteran’s Benefits for home health care, assisted living care, or nursing home care based on their individual needs, so they can keep more of what is theirs.

What Do I Need to Know About Medicaid & Long-Term Care Planning?

The first thing our skilled long-term care planning attorneys in the Lake Norman area explain to each of our clients is that qualifying for Medicaid can be challenging, as both state and federal government guidelines come with strict asset and income limits and varying medical requirements.

Simply put, eligibility for Medicaid or assisted living is based on the person’s income and medical needs.

First, to qualify for Medicaid, your personal, countable assets may not be valued at more than $2,000.

Non-countable assets are not part of the eligibility calculations, and may include:

  • Your Home
  • One vehicle
  • Household Goods

Other resources are specifically exempt under the law, which is regulated differently for each program.

Our dedicated North Carolina Medicaid and long-term planning lawyers understand the challenges that come with weighing your eligibility, which is why we take the guesswork out of the process.

Essentially, our goal is to preserve as many of our client’s assets as possible, while strategically designing a long-term plan that will allow them to legally qualify for Medicaid using appropriate strategies for changing the status of your assets, obtaining or funding assets that would fall under the exempt rule, and making suitable asset transfers to create an advantage for those we represent.

The complex regulations regarding Medicaid coverage and eligibility change frequently and unpredictably, which is why it is important to form and implement a long-term plan that puts you ahead of any potential legislative changes that may jeopardize your eligibility for certain programs.

Our North Carolina estate planning law firm uses innovative strategies and tools to help our seniors and their families achieve their legal goals and provides our experienced representation using affordable, upfront rates, instead of billable hours, so all seniors have access to dedicated legal guidance without the exorbitant expense.

Contact us today to learn more about how we can help you plan for today and the future, so you have access to the healthcare supplement programs you need going forward.

Why Choose Our Skilled Medicaid and Long-Term Planning Attorneys at Daly Mills Estate Planning?

Our lead attorney, Danielle Feller, understands first-hand how important it is to make sure a person’s estate planning, asset protection, and estate administration needs are taken care of. When Danielle’s father was unexpectedly diagnosed with terminal cancer in 2016, Danielle made sure her parents spoke to an estate planning attorney to update their wills and powers of attorney documents. After Danielle’s father passed away, she personally experienced and witnessed how stressful and emotional it can be to administer a loved one’s estate while trying to grieve. It was then that Danielle made it her goal to help others plan for the unexpected and relieve the stress and burden during the process.

Danielle Feller is an AV Preeminent Rated attorney in Estate Planning, Rising Star Super Lawyer, and has an Avvo rating of 10.0. She is regularly appointed by the Iredell County Clerk’s Office to be an attorney Guardian ad Litem for Special Proceedings.

Danielle is a member of the Iredell County Bar and the North Carolina Bar Association Estate Planning & Fiduciary Law Section. She is also a member of WealthCounsel, LLC, a national organization where attorneys and other professionals collaborate, learn from each other, and stay current with ever-changing laws, including all applicable statutes related to our practice areas that focus on serving clients with end-to-end estate planning needs.

Her knowledge, experience, and dedication to elder law are acknowledged in an upcoming chapter of WealthCounsel’s second edition of Estate Planning Strategies, Collective Wisdom, Proven Techniques.

Contact Our Dedicated Medicaid and Long-Term Planning Attorneys in Iredell County, North Carolina Today

To learn more about how we can help you and your family create a customized Medicaid and long-term care plan to improve your current and future quality of life, call us at (704) 286-8437 to schedule an initial consultation with our attorneys in Mooresville, North Carolina at Daly Mills Estate Planning today.