We are an attorney-led financial services firm that specializes in crisis Medicaid planning through the use of Medicaid Compliant Annuities and other insurance products. For over 30 years, we have worked with elder law attorneys and their clients to accelerate eligibility for benefits and provide relief from the financial hardship of long-term care.
No matter your client's situation, our staff will tailor the perfect, state-specific solution to achieve relief from the high cost of the nursing home. Learn how one of our cutting-edge strategies can help your clients today. Coupled with our industry expertise, our product offering is second-to-none.
No matter your client's situation, our staff will tailor the perfect, state-specific solution to achieve relief from the high cost of the nursing home. Learn how one of our cutting-edge strategies can help your clients today. Coupled with our industry expertise, our product offering is second-to-none.
Services
We go beyond providing innovative products-we also offer complementary services designed to help you succeed in long-term care planning. When you send us your client's case facts, we will do a thorough review and provide a detailed proposal to accelerate their Medicaid eligibility. If your client has a non-compliant annuity, we can help determine its value, assess whether it can be sold, and provide cash offers for the contract.
Reviews (1)
Wills Trust Probate & Elder Law Firm Pllc
Jun 30, 2019
Report
