Legacy Navigation

12/10/2025

12/10/2025

🌿 What Sets Legacy Navigation Apart?
Certified. Clinical. Client-Centered.

In a world where senior care guidance can feel confusing, inconsistent, or “hit or miss,” families deserve something better than guesswork or good intentions.

At Legacy Navigation, we’re proud to offer something unique in the Treasure Valley and beyond:

✨ We are nationally Certified Medicaid Planners (CMPs).
Our strategies are grounded in real Medicaid policy—not opinions, shortcuts, or outdated myths.
(No “my cousin’s neighbor said…" planning here)

✨ We are clinically led.
With a Registered Nurse and a Licensed Medical Social Worker at the helm, we understand:
• what level of care is truly needed,
• what services are actually available, and
• how to help families access the right support without unnecessary stress or overspending.

✨ We provide Medicaid planning in 44 different states.
No matter where your loved one lives, there’s a good chance we can guide you through the Medicaid process with clarity and confidence.

✨ And as a separate service, we coordinate senior transport anywhere in the country.
From bedside-to-bedside transfers to long-distance relocations, our medically trained team ensures seniors travel safely and comfortably—any state, any destination.

✨ Asset preservation is our specialty.
We help families ethically and legally qualify for Medicaid while protecting what they’ve worked their entire lives for.

We understand families have had all kinds of experiences in this space—which is why our goal is to provide clarity, accuracy, and support you can trust.

Our mission is simple:

✔️ Provide accurate guidance
✔️ Use clinical insight, not assumptions
✔️ Treat every family like our own
✔️ Deliver results with compassion and integrity

If Medicaid, senior care, or long-distance transitions feel overwhelming—reach out.
You don’t have to navigate this alone.

📞 208-204-6004
🌐 www.legacynavigate.com

Legacy Navigation
Certified. Clinical. Compassionate.

11/26/2025

Let me tell you about a woman we helped recently.

She was declining. Fast.
She needed Medicaid.
But she had no capacity to sign anything.
Her partner—who loved her deeply—wasn’t legally her spouse.
And everything they owned together was about to be counted against her.

On paper?
It looked like they would lose everything.

The state could have forced a home sale.
A guardianship was looming.
Their assets were intertwined in all the wrong ways.
And they truly believed there was no way out.

But there’s always a way out when you know the rules—and how to apply them.

We used a powerful Medicaid rule that protects people when a co-owner refuses to sell.
We made their property legally “unavailable,” which saved their rental home from being liquidated.
We structured a compliant annuity.
We reduced the penalty.
We brought her assets to a safe place.
And we got her Medicaid approval.

When the dust settled, this family kept nearly $300,000 they believed they would lose.

But more than that—he kept the life they built together.
And she got the care she deserved.

This is why we do this work.
This is why Medicaid planning matters.
This is Legacy Navigation.

10/30/2025

Are you or someone you know worried about how to pay for care? Give us a call for a FREE consultation! Legacy Navigation 208-204-6004

10/29/2025

https://legacynavigate.com/blog/what-is-medicaid-planning/

Learn what Medicaid planning is and why it’s important. Discover how Certified Medicaid Planners™ at Legacy Navigation can help.

10/29/2025

https://legacynavigate.com/blog/how-much-does-medicaid-waiver-pay-for-seniors/

Understanding the nuances of Medicaid waivers can be confusing. Discover how much Medicaid waivers pay for seniors in this helpful article from Legacy Navigation.

10/20/2025

A gigantic thank you again to Richard Wexler with A Plan to Age for the invitation to and the opportunity to discuss Medicaid. The topic was 10 ways to pay for care. Please feel free to follow the link and hear about all the ways you can pay for care.

Dive in Deeper Blog Posts 10 Ways to Pay – Family Care Oct 17, 2025The Reality of Family Caregiving By Richard Wexler, Co-Founder and CEO of APlan2Age For many families, professional in-home care or senior living communities simply aren’t affordable. That often leaves the responsibility to fa....

10/14/2025

Legacy Navigation wants to give a huge shout out to Richard Wexler and “A Plan to Age” for asking us to speak at your national meeting regarding ten ways to pay for care. What an honor it was to converse with leaders from all over the United States who are committed to helping our senior population prepare for care. Check out their website here https://aplan2age.org/our-partners/
And feel free to reach out with any questions or ideas!

Prepare for life’s challenges, such as aging, illness, care, and caregiving with help from a Provider versed in the aging industry.