Medicaid Asset Protection Assessment
Safeguard Your Assets with Help From a Charlotte Elder Law Attorney
As you or your loved ones begin to age, it is a good idea to think about
how you will protect your assets should you ever need to apply for
Medicaid. If you wish to qualify for Medicaid without having to first exhaust most
of your assets, there are strategies that can be used to protect many
of those resources. Early planning allows for maximum asset protection.
How the Process Works
This process begins with a Medicaid Asset Assessment. During this time,
we will gather information about your and your spouse’s income,
resources, and health. Attorney Kelli Allen will analyze all the data
supplied and recommend various strategies for protecting the maximum amount
of assets. These strategies may include: setting up an irrevocable trust,
gifting assets, making allowable purchases, transferring assets, and purchasing
annuities or long-term care insurance.
Learn more by
contacting our Charlotte elder law attorney at Kelli Y. Allen Elder Law!
Contact a Lawyer You Can Trust
At Kelli Y. Allen Elder Law, we are dedicated to helping clients navigate
the often confusing world of
elder law and come out with protected assets and a sense of security. At our firm,
we have a personalized, caring atmosphere and we treat you with all the
respect you deserve. We are a small law office with responsive attention
and we provide personalized service to those who comes to us for help.
When you put your trust in us, we can go straight to work on securing you
the most favorable outcome. Our Charlotte elder law lawyer will make sure
you feel like your needs are being heard, and we will do everything in
our power to exceed your expectations. With our vast amount of knowledge
in elder law, rest assured you are in good hands with Kelli Y. Allen Elder Law.
Start on protecting your assets by requesting a
complimentary 30-minute meet-and-greet.