Asset Protection

Goals of Estate Planning

To Preserve & Protect Your Wealth

  • To create a “blueprint” to keep your estate away from those who want to take it: Taxes, Probate, Long Term Care Costs
  • So that ...
  • You maximize what you have during your life
  • You maximize the amount going to your children

View Info

To Protect Your Children’s Inheritance
  • To protect the inheritance you leave your children from divorce, creditors & law suits
  • To make sure that your IRA is used in the smartest way possible when you're gone.

View Info

To Protect Your Special Needs Child
  • To preserve your child’s public benefits
  • To provide the best possible supplemental care for your child during their lifetime


View Info

Goals of Veteran Benefits Planning

  • To support veterans in obtaining benefits that pay for the cost of home health care, assisted living and nursing home care
  • To coordinate the veterans' benefits so that they don’t conflict with other nursing home benefits to provide the best care for the veteran

View Info

Goals of Nursing Home, Assisted Living & Home Health Care Planning

  • To legally qualify our clients for nursing home benefits at the earliest possible time with full disclosure
  • To provide the supplemental needs of our clients, including such things as hair care, cable television, new clothing, special duty nurses, private rooms, etc.
  • To avoid Estate Recovery so that any remaining funds go to your children at death

View Info

Visit Us On FacebookVisit Us On Twitter