Accurate legal advice to help protect your assets now — and throughout retirement.
It takes hard work to build an estate that lets you retire comfortably. Whether you’re still working toward that goal or want to make sure what you’ve built will be there throughout your retirement, we’re here for you. When we meet, we’ll craft a custom long-term care planning strategy that includes exactly the services you need.
Asset Preservation Planning
We help you 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’ll be there when you need them. When you meet with us, we’ll discuss long-term care insurance, financial products with a long-term outlook, and gifting strategies to minimize tax penalties and maximize what your estate can do.
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 by their standards. With planning, we can position your assets so they won’t be counted against you when applying for Medicaid — even if a loved one needs to enter care right away.
Ready to protect what you’ve worked for?
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