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Asset Protection

Aging with grace and dignity are high priorities for many of our clients. Working for an entire lifetime only to spend down funds and sell assets to pay for nursing home care can be a frustrating result, particularly when you’ve planned to leave an inheritance to children or grandchildren.

Asset protection planning is typically reserved for clients above the age of 65 who are looking to protect their wealth both through retirement and after their passing. Not only do we provide our clients assistance with pre-planning to protect assets for our clients and their families, we also have a Veterans Affairs Accredited attorney on staff to assist with pre-planning centered around VA Pension. Whether you’re aging at home, in an assisted living facility, or in a nursing home, we can help protect your legacy and heritage for future generations.

If you’re interested in planning to protect what you’ve worked for your entire life, the team at Heritage Law Firm can help. Sometimes asset protection planning can be centered around irrevocable trust planning, and other times there are strategies (such as a 1% deed) that can be utilized in crisis planning.

Our Asset Protection Trust-Centered Estate Plan includes, but is not limited to, the following documents:

  • Irrevocable Asset Protection Trust;
  • Certifications of Trust;
  • Last Will & Testament;
  • Durable Financial Power of Attorney (Springing Provisions optional);
  • Health Care Power of Attorney;
  • HIPAA Authorization;
  • Living Will/Advance Directive for Desire of Natural Death.
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