Purchase a Life Estate in a Relative’s Home – Medicaid Planning Strategy

Is it time for you or your loved one to move in with family members and sell your home? It’s not an easy decision to sell your home and create a new space in a relative’s home, but many times it is the best decision an aging person can do. If that is your plan, don’t overlook proper planning of the sale proceeds from the home with an eye towards Medicaid Planning. If long term care needs beyond family care is a possibilty, consider speaking with an elder law attorney about implementing a plan that involves purchase of a life estate in the relative care giver’s home.

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/