Annuities and Medicaid Planning

annuity

Immediate annuities can be ideal Medicaid planning tools for spouses of nursing home residents. Careful planning is needed to make sure an annuity will work for you or your spouse.

Watch Out for These Potential Problems with Life Estates

senior house

Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems to look out for. Knowing the implications and risks of a life estate is essential in determining whether it is appropriate for your situation.

We look forward to speaking with you

Select a date and time to schedule your FREE consultation with Attorney Robert Pecori ($500 value!).

During this call, we let you do the talking.

If there are opportunities for us to help, we will discuss the next steps after having a better understanding of your needs.

For the safety of our clients and staff we are scheduling these over the internet via Zoom meeting. If you do not have computer access, please contact our office at (412) 788-2000.

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