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.