Senior Finances: The Transition to Medicaid, with Daphne Davis

Daphne Davis at Pinnacle Senior Placements talks about how to plan ahead when a senior loved one only has a few years worth of assets. There will be compromises, depending on estate values. When you know when and what drives them, you can be prepared for compromises. That comes from working with someone who knows how to project costs outward while honoring today.

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About the Podcast

Pinnacle Placements & Seniors

Pinnacle Senior Placements helps find superior housing options for the elderly in your family by doing the right thing for the right reason every time. Pinnacle was established out of a pure desire to serve the elderly and their families.

We meet with families face to face. During the meeting, your advisor will listen carefully to gain a clear understanding of your loved one’s personality and needs.

Our team believes that your loved one is much more than a list of diagnosis, symptoms, and behaviors. Your loved one is vital and deserves to maintain his/her life quality and purpose. This is why you can be sure we will provide options to help maintain his/her dignity and quality of life. Your family member will be treated with genuine compassion and care.

About your host

Suzanne Newman

Featuring our host, Suzanne Newman and top industry providers across the USA, together, we support, coach and assist families in finding the best independent solutions in world of aging, with a comprehensive line-up of topics covering Health & Wellness, Life Changes, Living Options, and Money & Law.