Platinum Benefit Planning

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We are committed to helping your family with compassion, cheerfulness and expertise!

Welcome to Platinum Benefit Planning, Inc.

At Platinum we are committed to helping your family gain government benefits while providing compassion, cheerfulness and expertise!

Since 1996 we have helped nearly 2,000 families like yours, throughout the State of Florida, legally, ethically and strategically protect an estimated $200,000,000* in assets.

Further, we pay special attention to carefully evaluating and structuring income in such a way as to maximize the amount of money a community spouse can keep to live on and still qualify a loved one for Home Health Care, Assisted Living, and Nursing Home benefits.

Platinum Benfit Planning are experts in the field of nursing home Medicaid filing,financial planning, estate planning and elder planning which includes asset protection, asset preservation, Medicaid eligibility, Medicaid qualification, the Diversion Program, and ICP Medicaid.

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Medicaid Resources

We Help Clients

Develop probate avoidance strategies
Protect assets
Increase spendable income

Recent Post

Nursing Home Care Moves Home bill that will dramatically affect Medicaid Planning for our elders
Kaiser Family Foundation bill that will dramatically affect Medicaid Planning for our elders

Latest Blog Articles

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Testimonials

Don't hear it from us, hear it from them

I was given Platinum name and information after my uncle fell and could no longer live on his own. Initially, I intended to handle my uncle's affairs myself. After all, my mother spent the last 2 ½ years in a nursing home in Illinois and I handled her placement. I was wrong. I soon found myself overwhelmed with the prospect of trying to preserve my uncle's hard earned assets and getting him the care he needed. I never could have maneuvered my way through the Medicaid maze of paperwork without the help of Platinum. I never would have been able to protect my uncle's assets without their help. It was well worth the money spent and I highly recommend them.

C. Szabo, Naperville, IL.
Platinum has proven their expertise in regard to seniors and their unique circumstances, and they have also proven themselves in the areas of compassion and care for those they serve. They've done right by everyone I have pointed their way.

R. Brock, Lakeland, FL
I cannot thank Jenna and Lori enough for all the help and information they gave us. They answered all of our questions in a timely manner. They walked us through the things we didn't understand, and told us just what we had to do. My brother was accepted by Medicaid. It was well worth the money just for that, not to mention the money we did save. We would recommend Platinum to everyone.

C. Wasnick, Lady Lake, FL
Platinum did a great and professional job in getting and receiving Medicaid for our Mom. Lori's assistance and knowledge made us feel better about the problems we were facing. The staff at Platinum was and continues to be helpful with every visit and phone call. Without Platinum and their staff the process would not have been possible. Thank you so much!

E. Peavey. Ft. Meade, FL
Processing an application for Medicaid is a long and difficult process. From the initial interview with the owner of Platinum when all the options were discussed and the Plan was laid out for the application process was decided, it was evident all the details of the process would go according to the Plan. Jenna, Medicaid Coordinator for Platinum, proved to be very efficient and well informed in all the details that had to be processed, and the actions were accomplished in a timely fashion. With all the frustrations that come with this type of application, she was always calm and very pleasant, and she was a pleasure to work with.

G. Varney, Zephyrhills, FL
Platinum was very helpful and efficient while going though the process of enrolling my mother in Medicaid. Melissa and Lori were never too busy to answer questions, return my phone calls or make phone calls on my behalf. At first, I wasn't sure if I should spend the money to hire an outside service for the Medicaid paperwork. It was one of the best decisions I've ever made. It was all handled efficiently, and made my life much less stressful than it could have been.

D. Carr, Rochester, MN
Jenna has been very professional. She knows what she is doing and has made me feel like I could ask questions (which I certainly have) without feeling stupid or an inconvenience. The receptionists, whether on the phone or in person, have been very courteous and professional as well. Most importantly, Platinum sorted through the overwhelming mountain of issues that had accumulated to stand in my Mom's way of getting Medicaid and helped us find a way to get her there. I couldn't be more thankful. You have been a God send.

J. Burrows, Lakeland, FL

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