distributions from Mom’s retirement accounts? Who should be in charge of Mom’s assets? These are important financial issues, which we can resolve for you in a practical manner.
What about the legal issues?
We can work with your attorney on estate planning issues, income taxes, and investment issues. There may be a need for a specific type of elder law attorney to provide for a Special Needs Trust for a family member. An attorney specializing in Medicaid planning may be required. We can recommend an attorney suitable for your family’s needs. We can consult with the attorney about the income and estate tax issues and investment strategies.
Please call for a free consultation to discuss how we can assist you in establishing realistic budgets for your parents’ health needs. We can then coordinate the available assets and advice you of the tax issues, so that you can maximize the funds and provide quality health care for your parents.
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