Medicaid Planning
Be consulted by a caring advisor throughout the Medicaid process, including initial application procedures, gathering relevant documents from banks and financial institutions, communicating with various social services departments and helping you or your loved one receive Community or Nursing Home Medicaid.
Estate Planning
Plan your estate by creating a Last Will and Testament, Power of Attorney, Health Care Proxy, Living Will and other various estate planning documents. Proper estate planning gives you peace of mind and makes sure a court or the State won’t get involved with the distribution of your assets upon death.
Asset Protection
Protect your assets with proper planning and keep as much of your income as possible, while receiving Medicaid. Create a Medicaid Asset Protection Trust to guard your assets against creditors. We work with Pooled Income Trust companies to get you enrolled and prevent Medicaid from making you “spend-down” your income.
Business Formation
Get help forming a business, whether you are interested in a LLC, S-Corporation or any other business entity. We can file documents with the State, make sure you adhere to proper naming procedures and guide you along the process of forming a business entity.
Guardianship
A Guardianship is needed when an “Alleged Incapacitated Person” can no longer make financial or health related decisions for themselves. This can lead to a lengthy court process that requires judicial intervention. The best way to go about Guardianship is hiring a qualified elder law attorney to handle the case on your behalf.
Probate
Upon the death of a loved one, a judicial process is needed to prove the intentions of the Testator. This is usually accomplished by filing with the court, presenting the Last Will and Testament and having the Executor of the estate distribute assets accordingly. We can handle the probate process on your behalf and make dealing with the loss of a loved one a little bit easier.
Special Needs Planning
Create a Supplemental Needs Trust, preventing a loved one from losing governmental benefits after a sudden inheritance, personal injury award, or other asset gaining events.