Financial Services

Nursing homes often have high percentages of private pay residents. You can create long-lasting goodwill by raising the awareness that some of their assets can be protected. Allied Planning is not a law firm and does not provide legal or financial planning services. Residents needing estate preservation consultation and long-term financial planning can use the attorney of their choice. Below are the types of legal and financial services law firms can provide:

  • Trusts
  • Annuities
  • Enhanced Life Estate Deeds
  • Protection from unnecessary spend downs
  • Lifetime retainer for Medicaid consultation

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