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:
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Despite attempts to keep information on this web site current, the contents may not reflect the most recent legal changes. Moreover, given the complexity of estate planning, estate administration, elder law, business law, real estate law, family law, construction law, civil litigation and any other practice area of our firm, not all generalities may apply to your current situation.
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Heritage Law Firm
PO Box 974
Fort Mill, SC 29716
*By Appointment Only
3440 Torigndon Way
Suite 205
Charlotte, NC 28277
