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CONSULTATION: Crisis-mode

This type of consultation is utilized when your loved one’s physical and/or cognitive impairment is such that entry into a nursing home or assisted living is imminent.

This form of consultation includes:

ESTATE PLANNING DOCUMENT REVIEW:

a. review of their Will (or Living Trust), Power of Attorney, Living Will and Healthcare Proxy.

The purpose of such review is to determine if such documents are in the “ready-ready” mode in light of their changing health circumstances.

NJ MEDICAID ASSET PROTECTION REVIEW:

A review of what types of assets need to be transferred, or retitled, to take advantage of the NJ Medicaid Code’s exceptions to the 5-yr. look-back rule.

 

TO SCHEDULE A CONSULTATION, CALL US AT 908-874-5636.