Asset Protection Planning
Nobody expects to be sued. Just ask the 20 million people involved in lawsuits last year.
Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they are immune.
Every Area Covered
We will help you put together strategies that help pay the high cost of long-term care expenses while protecting your assets. Medicaid asset and income limits may be strict, but there are savvy strategies available we can help you implement to make qualifying possible.
- Medicaid Application Help
- How to Pay For Nursing Home or Assisted Living Care
- How to Pay For Home Health Care
- Special Needs trust
- Advanced Durable Power of Attorney
- Advanced Healthcare Directives
- Advanced Will with a RPOSNiT
- 5 Year Trust
- QIT
- Family Caregiver Agreements
Legal Life Planning Session
Many times when people think of estate planning they think of a will or life insurance plan or even employer benefits someone would receive upon your death. Estate planning is much more than that. It’s a comprehensive plan that addresses all types of contingencies from your disability, incapacity, illness and death and what would happen in each of those circumstances.
- Legal Life Planning
- Kids Protection Plan
- Special Needs Trust
- Asset Protection
LIFT Session
When someone dies, they are either intestate (meaning they do not have a Last Will & Testament) or testate (in which case they do have a Will). In either situation, their estate must go through probate. During probate, there is a specific procedure to determine if a Will is valid and if no Will is present the courts will determine the allocation of assets.
Typically, the process of probate causes conflict between loved ones because it is expensive, timely and open to the public. However, there are ways through estate planning that can avoid the probate process.





