- Crafting a plan that does not cause adverse tax consequences.
- Making a plan that does not adversely affect client Medicaid qualification.
- Preparing the VA application correctly.
- Knowing who can legally prepare or assist with the VA application.
- Preparing documents that will not cause problems with VA Pension qualification.
- Retaining a house can cause a problem with VA qualification if it is sold before death.
- Protecting the (121) income tax exemption on the sale of a house.
- Protecting the step-up in basis on assets.
- Unraveling a financial plan without significant penalties or taxes.
- Reducing excessive assets to the appropriate amount without excessive taxes.
- Drafting trusts that will not cause assets to be classified as countable assets for VA purposes.
- Counseling family members.
- Choosing healthcare options.
- Dealing with family issues.
- Identifying elder abuse.
- Advising on health care issues.
- Helping seniors and their families make difficult but appropriate decisions.
