Protecting Your Assets And Providing For A Legacy As You Age.
Planning for the future is not always easy but knowing that you have a plan in place will give you and your family peace of mind. You can overcome many challenges and obstacles that come with aging by building an estate plan that goes beyond designating your beneficiaries but rather one that also provides for you to age in place, provide health care options and maximize your ability to qualify for Medicaid and other services.
Elder Law Services
Our law firm assists our clients with elder law services that include long-term care planning and qualifying for Medicaid based on the needs of each individual client.
Among the services provided to our elderly clients include:
- Medicaid eligibility assessment
- Medicaid preservation strategies
- Income and resource planning that includes Income Trusts and Qualified Income Trusts (QITs), reduction of countable income, spousal transfers
- Medicaid Irrevocable Trusts
- Medicaid Spend-Down Planning
- Long-Term Care Insurance evaluations
- Family Caregiver Agreements
- Pooled-Special Needs Trusts
- Lady Bird Deeds
Elder Law Legal Documents
In conjunction with the Elder Law Services, our firm prepares legal documents as part of the estate planning process:
- Durable power of attorney for health care and financial matters
- Living wills and end-of-life choices
- HIPAA -health care surrogate designation and directives for access to medical information and services
Rita Law Firm, PA is dedicated to assisting clients navigate the complexity of elder needs with solutions and strategies designed on a case-by-case basis. Let us help you maximize your life-long earnings in a legal, ethical, and well-planned manner while preserving a legacy for your loved ones.