Gift with an Annuity Medicaid Planning Strategy

I want to give a gift (or an early inheritance) to my relative but I know I will need Medicaid due to my medical condition, how can I do both? Wanting to help the next generation and provide a legacy is honorable, knowing that your health condition will require expensive long term care is stressful. Elder Law Attorney Melissa O’Connor discusses a long term care planning strategy that seeks to honor your legacy and plan for your anticipated care needs through the use of a gift with annuity plan.

If you want to talk more about estate planning: https://oconnorelderlaw.com/strategysession1/

We do estate planning. We do probate. And we do it well.

Our firm rests on three core pillars:

1. Family protection
2. Family opportunity
3. A plan that works when it’s needed

If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

Melissa O’Connor is the owner of O’Connor Law. She created it with one goal – help YOU live a great life and leave a great legacy.

You’ll find information here on elder law, medicaid trusts, medicaid planning, guardianship, estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

How to find us out there in the world…
instagram = https://instagram.com/oconnorelderlaw
facebook = https://www.facebook.com/oconnorelderlaw/
iTunes = https://podcasts.apple.com/us/podcast/elder-law-and-estate-planning-with-melissa-oconnor/id1482527268
youtube = https://www.youtube.com/channel/UCxEEHNjRytI6n776SQIZTHA
linkedin = https://www.linkedin.com/in/oconnormelissa/