Asset Protection Trusts.
Caregiver Agreements.
Power of Attorney & Healthcare Directives.
VA & Medicaid Support.
There is so much to think about as you age.
Knowing where to start can be incredibly overwhelming.
The process of making important decisions doesn't have to be intimidating.
Wilson Legal will help you equip yourself and your loved ones with the resources you need to live the way you want for as long as possible.
Create your custom roadmap...
with all the gas, rest stops, emergency
backup plans, and alternate routes, built in.
We'll Help You Create A Plan That Fits Your Needs.
Get the help you need completing applications and important life documents.
Establish guardianships and conservatorships ahead of time.
Rest easy knowing your assets will be protected for those you love.
Having A Proactive Plan As You Age Will Empower You And Those You Love Most.
Life is unpredictable, but there are things we can plan for.
With customizable services based on your unique needs, remove stress and uncertainty about the future.
Begin with your Aging Roadmap Strategy Session
Identify programs that address the needs of aging.
Learn how much is at stake if you don't plan well.
Explore strategies for solving potential complications.
Choose the level that best protects you and your loved ones.
Level 1
Advanced Planning
Build your roadmap before you need help at home (typically ages 60+)
Understand your options before you need them.
Proactively establish your plan and guard your assets.
Empower your loved ones to take care of any emergency that may arise.
Get family members involved early in the process.
Optional services included:
- Asset protection trust.
- Financial Powers of Attorney and healthcare directives established in a timely manner.
- Guardianship or conservatorship.
- Long-term care insurance
- Meetings to introduce the idea and outline the responsibilities of asset protection trusts to your children and/or those who will serve as your trustee.
- Communication with your accountant to ensure they are aware of your plans.
Level 2
Ongoing Support to Maintain your Plan
Add resources for issues as they arise.
Enjoy peace of mind knowing that when a situation occurs, you have a plan in place.
Obtain advice from our team as your life changes.
Learn about any changes to benefits offered after you've completed your Aging Roadmap.
Adjust your planning strategy to better fit any changes in life circumstances or benefits available.
Gain clarity on consequences to inform better decision making.
Optional services included:
- Annual plan reviews & updates as needed.
- Advice on how to handle the sale and purchase of property and financial investments.
- Scheduled calls with attorneys and staff to address questions and issues as they arise.
- Guardianship and conservatorship applications.
Level 3
Urgent Response to Obtain Benefits
When you have less than 5 years before you need benefits, secure the support you need.
Emergencies happen. Be ready.
Develop strategies when a crisis occurs to ensure excellent care.
Secure solutions, support, and benefits less than 5 years before you need them.
Make immediate and urgent decisions based on assets and finances.
Optional services included:
- Assistance with appeals to extend stay in rehab facilities and hospital discharges
- Strategy session to thoroughly assess your health and financial situation and identify benefits available
- Application assistance for Medicaid or VA benefits
- Emergency Guardianship or Conservatorship
Additional Services
- Asset protection trusts
- Caregiver agreements
- Qualified income trusts
- VA benefit prep & application
- Medicaid benefit prep & application
- Medicaid fair hearings
- Life documents: Power of Attorney, Advanced Healthcare Directive
- Life estate deeds
- Guardianship & conservatorship