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Enhanced Estate Planning

There are tremendous benefits to taking into consideration your potential long-term care needs and costs when designing your estate plan. Whether you have an existing estate plan, or need one, Senior-Legal can maximize your ability to protect your life time savings and home. There are a large variety of legal tactics to protect your family’s life savings from nursing home costs. You can pre-plan to ensure for your own care & comfort, while also ensuring savings and assets are passed to later generations in your family. Before a long-term crisis erupts, pre-planning can offer you greater protection for your entire life savings.

To do this, Senior-Legal will quickly and thoroughly:

  • Review your income, expenses and assets
  • Analyze current gifting and transfer issues that may affect Medicaid planning and eligibility
  • Design an Enhanced Estate Plan that maximizes future Medicaid eligibility while meeting the client’s wishes for asset transfer
  • Prepare Revocable and Irrevocable Trusts, Funding and Administration Letters, Wills, Durable Power of Attorneys, Health Care Directives, HIPAA Authorizations