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Medicaid Planning

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Medicaid Planning

November 19 @ 6:00 pm - 8:00 pm

Medicaid Planning is a strategic approach to preserving assets while ensuring eligibility for long-term care benefits under Medicaid. It involves navigating complex rules around income, asset transfers, and trusts to protect family wealth and secure necessary care. This presentation will explore key planning techniques, common pitfalls, and how proactive steps can make a significant financial and emotional difference for families.

 

To register, please fill out the form below or email Madelyn Duggan at mduggan@legacycounsellors.com or call at (413) 527-0517.

 

Event Registration - Clients

Name(Required)
(Zoom link will be created and sent the day before the schedule seminar)

Details

Date:
November 19
Time:
6:00 pm - 8:00 pm
Event Category: