Asset Protection

We find that many people who have worked hard their whole lives want to leave a legacy –whether it's passing it to their next generation or endowing charities, we are here to help accomplish these goals.


We work with clients to structure their estate to protect their assets while planning for their eventual long term care in advance, or in a crisis while they are already in a nursing home.

This includes helping clients to prepare:

 

  • Irrevocable Trusts
    (Medicaid Asset Protection Trusts)

  • Revocable Trusts

  • Medicaid Gifting Plans

  • Promissory Notes

  • Spend Down Plans

  • Caregiver Contracts

  • Deed Transfers
     

There are still ways to gift and protect your assets if you’re in a nursing home and you haven’t had the opportunity to pre-plan – we are here to help guide you through it.