Email or call 843.492.7733
PROTECT YOUR MONEY AND SECURE YOUR FUTURE...
...The further in advance you plan, the more protection you can have.
It is important to be knowledgeable about how to protect your hard-earned money from nursing homes and the government, so that your spouse will not be impoverished and you will be able to leave something for those children who need a helping hand. There is a tremendous amount of misinformation about what do to protect your money as you age. Visit my firm to learn the correct information and actions that can be taken to secure your future.
PRE-PLANNING REPORT
Receive a detailed report offering solutions to protect your money and preserve your independence. This report will arm you with knowledge about financial actions that can hurt or help you should you need in home care or nursing care so you will not be unpleasantly surprised later on. It will inform you about benefits available to pay for care and how to obtain those benefits, as well as information about how to maximize opportunities to fund care in advance.
PLAN PREPARATION
Create a "piggy bank" (in legalese, an "irrevocable trust") to protect your home, investment account and other money so these funds will be available even if you go to a nursing home. Design the "piggy bank". Choose which money to protect, and which money to keep outside the "piggy bank" to maintain your independence and your lifestyle.
Your plan may include:
PLAN FUNDING
Put the money in the "piggy bank" yourself (with instructions provided to you on how to do it) or hire us to put the money in there for you.
PLAN MAINTENANCE
Legal advice and guidance as your circumstances and needs change. Once you need care, advice and guidance for the people responsible for overseeing your care to make sure they don't have any "missteps" that can make your money vulnerable to being lost.
...The further in advance you plan, the more protection you can have.
It is important to be knowledgeable about how to protect your hard-earned money from nursing homes and the government, so that your spouse will not be impoverished and you will be able to leave something for those children who need a helping hand. There is a tremendous amount of misinformation about what do to protect your money as you age. Visit my firm to learn the correct information and actions that can be taken to secure your future.
PRE-PLANNING REPORT
Receive a detailed report offering solutions to protect your money and preserve your independence. This report will arm you with knowledge about financial actions that can hurt or help you should you need in home care or nursing care so you will not be unpleasantly surprised later on. It will inform you about benefits available to pay for care and how to obtain those benefits, as well as information about how to maximize opportunities to fund care in advance.
PLAN PREPARATION
Create a "piggy bank" (in legalese, an "irrevocable trust") to protect your home, investment account and other money so these funds will be available even if you go to a nursing home. Design the "piggy bank". Choose which money to protect, and which money to keep outside the "piggy bank" to maintain your independence and your lifestyle.
Your plan may include:
- Irrevocable Trust
- Revocable Trust
- Special Needs Trust
- Durable Power of Attorney
- Health Care Power of Attorney
- Living Will
- Will
- Deed
PLAN FUNDING
Put the money in the "piggy bank" yourself (with instructions provided to you on how to do it) or hire us to put the money in there for you.
PLAN MAINTENANCE
Legal advice and guidance as your circumstances and needs change. Once you need care, advice and guidance for the people responsible for overseeing your care to make sure they don't have any "missteps" that can make your money vulnerable to being lost.
Email or call 843.492.7733
Disclaimer: The information on this site is provided for informational purposes only and is not intended to be legal advice.