I Need a Plan

Where do I start?

Here’s How We Can Help

Planning Ahead for Medicaid Benefits to Pay for Nursing Home Care

  • Medical Trusts
  • Gifting Strategies
  • Avoid Medicaid Recovery
  • Avoid the 5-Year Look Back Penalty
  • Preserve your nest egg and assets from paying for nursing home costs

Estate Planning

  • Powers of Attorney
  • Living Wills
  • Basic Last Will & Testament
  • Living Trusts
  • Remarriage protection, if your surviving spouse gets remarried
  • Divorce and creditor protection for beneficiaries
  • Prevent Probate of your estate
  • Tax planning Strategies
  • Advanced planning

Click here to schedule your personal consultation or call us at (210) 732-8300.

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