Accurate Legal Advice to Help Protect Your Assets Now & Throughout Retirement
It takes a lot of hard work and effort to build up your estate so that you can retire comfortably and confidently. Whether you are still working toward that goal or you want to make sure the assets you have built will be there for you throughout your retirement, we are here for you. We work hard to provide you with the most accurate legal advice possible, and always in a caring and compassionate manner. When we meet with you, we’ll craft a custom long-term care planning strategy that will include the exact services you need.
Asset Preservation Planning
We can help you to pre-plan for all types of long-term care needs based on your situation. At the core of these planning services is the goal to preserve the assets of your estate so they will be there for you when you need them. When you come in and speak with us, we can discuss things like long-term care insurance, financial products with a long-term outlook, and even gifting strategies to minimize tax penalties and maximize what you can do with your estate.
Medicaid Planning
One of the biggest threats to your estate is the risk that you or a loved one will need to enter a long-term care facility. These facilities can cost tens of thousands of dollars per year, and aren’t covered by Medicaid if you have “too many” assets or “too much” income, according to their standards. With some planning, however, we can position your assets in a manner so that they won’t be counted against you when applying for Medicaid. Even if you have learned that you or a loved one needs to enter a long-term care facility right away, there are strategies we can employ to help protect your assets.
Contact Us
If you have any questions about our long-term care planning services or you would like to schedule a free consultation, please don’t hesitate to contact us. We will be more than happy to work with you to see how we can best help you today and long into the future.
