Someone you know is probably residing in a skilled nursing facility right now. The “Silver Tsunami” is growing, as the Greatest Generation and the Baby Boomers enter the twilight of life. Paying for long-term care and providing a comfortable standard of living are problems that keep adult children up at night. If you’re facing this situation with your own parent or loved one, you are not alone!
Most people don't realize that tools and techniques exist to help people prepare financially for long-term care, and that a large share of the costs can be paid by Medi-Cal (the California version of Medicaid, a federal program). Our firm has helped many families to plan for their long-term care needs without spending down their entire life's savings or getting a big bill after they pass away. There is a better way, and we can show you how!
By using a combination of complex estate planning and a thorough knowledge of the applicable regulation our firm designs a tailored plan through specialized trusts, asset allocation techniques, and gifting strategies. All of these strategies are fully compliant with all applicable laws. Your loved one can protect their hard-earned wealth for themselves and their family. Contact us for more information about these strategies such as intentionally defective grantor trusts, special needs trusts, gifting, and real property transfers that do not violate the rules.
All of our estate plans include complimentary notarization services. In addition, the initial consultation is free, and all estate planning services are provided on a flat-fee (not hourly) basis. We will provide you with a fee and cost quotation at the end of our initial consultation. We are a provider for ARAG legal insurance benefits and coverage.
NOTE: Your personal, family, or business situation will affect your estate planning considerations. The list above is not exhaustive and should not be construed as legal advice. Please speak with a competent, licensed attorney for advice on how your estate plan should be structured.