Advance planning to be sure assets pass to the next generation, despite Medicaid look back rules, and offers full service advance and “last minute” or “crisis” Medicaid planning for the person going into or already in a nursing home
She provides comprehensive estate planning and related advice to younger and middle aged persons in addition to the elderly. When needed, Marcia will make home visit, or meet at hospitals, nursing homes or other senior living locations. Her representation and advice are tailored to meet the specific needs of each client and their situation.
Wills
Completing a will and trust to designate how assets will be distributed, and by whom. This includes tax planning, business succession planning, maximizing wealth transfer to selected heirs, determining guardians for minor children, and charitable giving plans
Trusts
Advising on the use of revocable trusts to avoid probate, irrevocable trusts for asset preservation, and family trusts to preserve wealth for future generations
Power of Attorney
Select an attorney knowledgeable in the relevant areas of law, such as estate planning, Health Care Proxy, Medicaid planning, asset preservation, long-term care, Power of Attorney and with whom the client is comfortable.
Advising on use of reverse mortgages, long term care insurance, personal care contracts, home care options, nursing home selection, elder care management referrals, financial management, care of aging loved ones, and consideration of conflicts between tax law and Medicaid planning