Whether you are trying to protect your assets to create a stable financial foundation for later years or you want to protect wealth for the sake of your heirs or children, our firm can help, especially if you are also facing a disability that seems to be sapping your income today. Our experience in both disability and estate law lets us review your situation and offer realistic, helpful legal advice that can make a different for your future and that of your family.
If you aren't independently wealthy -- and really, not many people are -- why might you need asset protection? Just because you aren't a millionaire doesn't mean you didn't work hard for the money or assets you do have, and we know that you don't want to lose those things because a sudden medical or credit issue arose. We can help you transfer assets into legal vehicles such as trusts that protect your hard-earned money from such issues.
One of the things many people might overlook when planning for retirement income or savings is how assets and income can impact disability benefits. If you have enough money in a check or savings account -- or even an investment account -- that savings might disqualify you from receiving benefits. At the same time, the savings might not be enough to live on for years without the added income or coverage associated with your benefits.
Our firm works with you to balance your current needs with possible future needs for yourself and your family. We can help you structure assets within trusts or other vehicles so that you can maintain access to those assets without losing disability benefits.