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Krause Financial Services is a pioneering, attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. With over 25 years of experience, we work with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.
Though located in Wisconsin, we are a national leader in the field. We provide Medicaid and long-term care planning products and services in almost all 50 states. This requires a deep understanding of federal and state regulations, which we diligently research and make available to our clients. When working with us, you can take comfort in knowing any guidance provided is specific to your state and your client’s unique situation.
Our company has a well-earned reputation of being elder law attorneys’ go-to resource for crisis Medicaid planning. Originally founded by an elder law attorney, our company is grounded in the industry. Over the years, we’ve grown to become much more than a product provider – we’ve become a trusted partner to attorneys nationwide for crisis planning information, education, and tools. “We are experts in Crisis Planning”
We are the first financial services firm to specialize in using Medicaid Compliant Annuities. Dale M. Krause, J.D., LL.M., first began his career as an elder law attorney in Michigan. He soon saw the need for specialized annuity products to help attorneys qualify their clients for Medicaid and established Krause Financial Services to design, develop, and sell these revolutionary products. Today, our company is the nation’s leading provider of Medicaid Compliant Annuities.
We’ve developed crisis planning strategies to help your elderly clients gain Medicaid benefits. We offer complimentary case analysis of your clients’ situation. This includes a comprehensive planning proposal that outlines a plan for eligibility, an annuity quote, and the economic results of the strategy. Our approach to crisis planning will help you succeed in qualifying your clients for benefits.
We are dedicated to providing our clients the education and resources they need to succeed in the industry. We offer our monthly KrauseCAST webinar series exclusively to attorneys to teach them the latest Medicaid and VA strategies. We publish our annual Krause Report – a comprehensive guide to crisis planning. Beyond these educational staples, we also provide state-specific Medicaid Desk References, develop strategic case studies, and speak at Continuing Legal Education events nationwide.
We understand crisis Medicaid planning can be a headache. That is why our company is committed to providing you and your clients superior customer service in addition to our products and planning resources. When you call our office, a live person will assist you. Our team of highly-trained Benefits Planners address all inquiries within one business day and will guide you through your case from start to finish. We are personal, responsive, and knowledgeable.
“Annuities are complex, so to have a company like Krause is great, especially when you have many other things to worry about in the Medicaid planning process.”
“My relationship with Krause has always been positive. I would recommend Krause as a resource to anyone without hesitation.”
“I have had many questions and Krause always provides the answers.”
“I recommend Krause all the time. I’ve trained hundreds of lawyers and I always recommend that they work with Krause.”
“My recommendation? Go with Krause. They’ve been around for a long time.”
“If an answer isn’t readily available I know Krause will help me the best that they can. They are surprisingly fast – I’ve been very impressed.”
“When someone is considering a Gift/Annuity plan, Dale Krause’s name comes up first, without a doubt.”
“It’s all about relationships and providing a good service. Krause definitely does that.”
“Without folks like Krause Financial, I know I would be much less effective and successful. I always know that I am treated like I am your only customer and that is so much appreciated.”
This portal provides our clients an all-access pass to exclusive resources, news, and updates. It’s quick and easy to sign up and completely free to use.
Our live, monthly webinar series is a trusted resource for elder law attorneys. All episodes are recorded and posted to our website for your convenience.
This annual report is the primary knowledge resource on crisis Medicaid planning and includes case studies, legal updates, and state-specific figures.
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Many people may misinterpret the Gift Tax Exclusion and assume, incorrectly, that the amount they gift to a loved one will not have any effect on their Medicaid eligibility. As you are planning with your […]