Preserving Your Life Savings: Do You Need an Asset Protection Trust?
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Preserving Your Life Savings: Do You Need an Asset Protection Trust?
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About this listen
Do you need an Asset Protection Trust? If you're not sure, this episode is for you.
These are questions I get all the time from clients:
- Will I lose my home and everything I've worked for if my spouse or I need fulltime nursing home care?
- Do I need an asset protection trust?
The answer is not as simple as yes or no. This episode features a special guest - Estate Planning Attorney Patricia Shevy, of the Shevy Law Firm in Albany, NY to help listeners understand the ins and outs of Asset Protection Trusts in New York, often referred to as Medicaid Trusts.
If you have additional questions on this, or any other financial planning topic, please visit my website, and don't hesitate to reach out: www.jgigliello.com.
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