Medicaid Requirements & The Importance of Estate Planning

We have decades of experience protecting families’ assets from costs associated with long-term care. Knowing Medicaid’s eligibility requirements and qualifications, and how they are intertwined with Estate planning, is crucial for providing financial security and legal protection for yourself and your loved ones. Join us in one of our FREE workshops to learn the purpose and process of making those plans in advance. For everyone’s safety, we will be adhering to New York State and CDC guidelines.

Seats are limited! Be sure to reserve yours today.

We will be conducting our next FREE Medicaid Requirements & The Importance of Estate Planning workshops:

June 14th, 2023 at 5:00pm
This workshop will be held at our office located at 84 Genesee Street in New Hartford, NY.

August 10th, 2023 at 5:00pm
This workshop will be held at View in Old Forge, NY.

Workshop Topics Discussed

Providing For Loved Ones, Preserving Assets

Understand how to plan and name exactly to whom you want your assets to go, as well as how your plans and objectives will be carried out after you pass away.

Will vs. Trust: Which is Better For Me?

We’ll discuss differences between wills and trusts, helping you better understand an appropriate estate plan that will ensure your final requests are fulfilled.

What Makes An Effective Estate Plan

An effective estate plan can provide guidance for family members who may be irresponsible with money, protect children from divorce or creditors, name guardians for minors, minimize tax and court costs, and protect your assets for loved ones through all legal steps after your passing.

Personal Planning Goals

We will discuss your general and specific personal planning goals to help guide you towards the best estate planning portfolio that suits your needs.

Qualifying for Nursing Home Care

Nursing Home Care plans are incredibly important to include in your estate planning. We can highlight the steps needed for protection during your final years-for both you and your assets.

During these past few months, we have all come to realize how fragile life can be and how quickly things in the world can change. There is never a better time to plan your estate than now. Sign up below for our upcoming FREE workshop and begin protecting your legacy.

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