- About Us
People often plan ahead for various reasons: to gain peace of mind, to ensure their wishes are followed or to qualify for social service Medicaid assistance. Keep in mind, these are only a few of the many reasons people plan ahead. We offer numerous pre-planning options customized to meet your needs and preferences. We have various plans for Medicaid eligibility spend downs, irrevocable funeral trusts and absolute assignment of insurance policies. Please call us at 937-268-6886 to speak with a knowledgeable member of our staff.