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MEDICAID & LONG TERM CARE PLANNING

  • Protecting assets through allowable gifting strategies
  • Optimizing care dollars and resources
  • Allocation of assets for maximum protection from nursing home and long term care costs
  • Estate/income tax minimization
  • Long Term Care Insurance Guidance
  • Medicaid application and appeals process

Estate Planning

  • Probate avoidance
  • Powers of attorney
  • Health care proxies/living wills
  • Wills
  • Family trusts
  • Trusts for special needs family members
  • Trustees and guardians for minor children
  • Deeds with life estates or realty trusts
  • Financial and long term care insurance guidance
  • Asset preservation
  • Guardianships