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Asset Protection for Elderly Clients

As long term care and nursing home costs rise, it is important for clients to seek qualified and expert counsel to advise on all aspects of the family’s finances.

We will advise clients as to the protection of their assets as they get older. Our advice will concentrate on the development of an asset protection strategy that meets our clients’ needs and requirements. We provide comprehensive elder law and estate planning services designed to protect assets, finances and tax vulnerabilities.

We create asset protection plans for our clients to protect their wealth for long term care. We will advise clients on all legal options, and prepare and draft a detailed plan, which will utilize estate planning tools, such as Annuities, Revocable and Irrevocable Trusts, Gifts and Transfers.

We work closely with financial professionals, insurance experts, and accountants to assist our clients with the many unique needs and concerns regarding the protection of hard earned assets.
 

 


Asset Protection


Contact Us


Call for an appointment to see us at our Haddonfield, New Jersey office for Divorce and Family matters, and Estate Planning matters in New Jersey, or our Philadelphia office for Pennsylvania Estate Planning matters.

 

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