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ASSET PROTECTION /
MEDICAID PRE-PLANNING

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WHAT IS ASSET PROTECTION/ MEDICAID PRE-PLANNING?

At Tomac & Tomac, we have this crazy notion that you should get to keep what you've worked for. It's actually a simple concept, but sometimes that concept can turn into a big complicated mess.

 

The good news is that we're here to help you. 

Asset protection and/or Medicaid Pre-Planning can look different for each family, and may include different types of trusts to protect your assets. 

It's important to know that is not a good idea to title homes or accounts in the names of your children or other family members. While tempting, please know that "DIY-ing" Asset protection could end up inadvertently "gifting" half of the asset to them, which could cause problems for you (or them!) down the road.

 

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THERE ARE MANY RESOURCES TO HELP
FAMILIARIZE YOURSELF WITH ASSET PROTECTION

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Ready to take the next step? Book an absolutely free consultation. Contact us today!

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