S.A.F.E. Planning

Financial ServicesFlorida, United States2-10 Employees

S.A.F.E. Planning is an acronym for Seniors' Asset & Family Estate Planning.  We specialize in Estate Planning & Medicaid Eligibility for long-term care.

S.A.F.E.'s founder and CEO, Steve Rainey, is considered to be one of the foremost authorities in Mediaid planning in the nation.  For over 20 years the company has been successfully guiding its clients through the confusing maze of government regulations and misinformation involved in qualifying for benefits for nursing home care.

Steve is frequently asked to teach educational seminars on Medicaid Planning for CPA's, attorneys, financial planners, trust officers and other professionals directly involved in caring for seniors.  He knows how to navigate the treacherous waters of the Medicaid system.  He provides individuals, families and business professionals the solid information they need to make wise decisions and the choices necessary to protect what they have earned.

S.A.F.E. Planning does not only develop a plan of action to qualify an individual for Medicaid for long-term care, they stay on as his/her representative to Medicaid.

Other services provided by their team of experts:  Retirement Plan Rollovers, Tax Deferred Annuities, Estate Tax Reductions, Avoiding Probate, Revocable Living Trusts, Special Needs Trusts and VA Aid & Attendance.

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