Medicaid Benefits & Asset Preservation

You should not face destitution or be unable to leave an inheritance to your loved ones just because you require facility care. My firm offers asset preservation strategies which are reasonable, legal and acceptable to meet your needs. This is accomplished through Medicaid and Veteran’s Administration benefits planning.

I recognize the tragedy that affects families when a debilitating diagnosis is made. Often times it is realized that aging in place, in their home, is not a consideration. Placement in an assisted living facility or a nursing home may become necessary. This transition is difficult for everyone involved, emotionally and financially. When clients face a difficult diagnosis the preservation of individual and family assets is critical.

I will guide you through the process that will benefit you by preserving the family assets while permitting the affected family member to take advantage of available benefits.

  • Medicaid Planning
  • VA Benefits Planning
  • Special Needs Trust
  • Irrevocable or Revocable Trusts
  • Asset Transfer or Repositioning
  • Qualified Income Trust
  • Personal Service Contracts