ASSET PRESERVATION

Asset preservation, or asset protection, is a process of acquiring the necessary plans and documents to manage your estate through the end of life. We focus on accomplishing our clients goals by structuring a plan that allows the elder person to live with dignity and pass on something to their loved ones. A variety of tools may be used to accomplish the clients goals, including: powers-of-attorney, gifting, beneficiary designations, wills, trusts, and personal service agreements.

The cost of long-term care is exorbitant, and good assisted living or skilled care nursing homes can drain away your hard-earned retirement savings.

Our team reviews all the potential courses of action with you and helps you understand your options. Together we evaluate the alternatives with you and help you plan for the future.

Contact us today for more information or to set up an appointment.