ASSET PROTECTION & MANAGEMENT
Medicaid Planning is not a crime (New York State Bar v. Janet Reno), though
bureaucrats suggest that “giving your money away” places a burden on the
government and tax payers. Fact is, certain administrative laws are in place. Like tax
planning, Medicaid Planning is a way to save taxes to your estate upon your passing,
as well as protect assets from being depleted by catastrophic events while you are
alive.
If you are not comfortable with the traditional Medicaid planning technique of “gifting”,
there are options. In fact, the Asset Protection Specialists at MEDICURITY will
recommend ways to use financial resources to maintain a comfortable quality of life,
provide for a family member or charity, and prevent your fear of outliving your money
from coming true.
WHAT OUR QUALIFIED ASSET PROTECTION SPECIALIST DO:
Here are just a few of the benefits:
Medicaid Planning is not a crime (New York State Bar v. Janet Reno), though
bureaucrats suggest that “giving your money away” places a burden on the
government and tax payers. Fact is, certain administrative laws are in place. Like tax
planning, Medicaid Planning is a way to save taxes to your estate upon your passing,
as well as protect assets from being depleted by catastrophic events while you are
alive.
If you are not comfortable with the traditional Medicaid planning technique of “gifting”,
there are options. In fact, the Asset Protection Specialists at MEDICURITY will
recommend ways to use financial resources to maintain a comfortable quality of life,
provide for a family member or charity, and prevent your fear of outliving your money
from coming true.
WHAT OUR QUALIFIED ASSET PROTECTION SPECIALIST DO:
- IDENTIFY the issues involved with your matter
- LISTEN to your concerns
- CLARIFY misunderstandings of Medicaid laws
- EXPRESS your goals
- PRESENT ALL your legal options
- RECOMMEND a plan of action after you choose the best option for your situation
- DESIGN and IMPLEMENT a solution
Here are just a few of the benefits:
- SAVE your home from Estate Recovery & nursing home spend down
- QUALIFY for public medical assistance at the earliest possible date
- PROTECT assets for the benefit of disabled children
- CONTRIBUTE to your grandchild's college education
- DONATE to your church or charity of your choice
- AVOID impoverishment and DON'T outlive your money
- CONVERT equity into a monthly income stream
- REMAIN in your home, avoid early institutionalization.
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CONSULTATION
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