A Family from Camillus
When Jeanne called to set up her and her husband's consultation, her first question was whether they
had enough assets worth protecting? Tony hears this question a lot. Many people feel if they're not 'wealthy,' they don't need a family trust.
Here's the first measure of protection Tony asks clients about: Do you own a home? In most cases the answer is yes, and in fact the home is often people's greatest asset.
Tony explained to Jeanne that no matter how much he could help her protect, it was worth it because the likelihood of long-term care increases significantly as we get older.
Protecting the family fortune is what Tony does. In the case of Jeanne and Robert, Tony did set up a family trust for them. Recently, Jeanne called to tell Tony it was time. Robert needed nursing home care. Since their Family's assets were protected by the Family Trust that Tony did for them several years ago - Robert was able to go on Medicaid quickly and without any difficulty.
A Family from Syracuse
Sarah and her two sisters weren't sure where to turn next. Sarah had taken over most of the responsibility of filing the medicaid paperwork for her dad who's now in a nursing home. The paperwork had her going crazy. Her mother still lived at home but she wasn't sure how long even that was going to be possible as her mother was failing as well. Frustrated by the
system, confused, concerned, Sarah decided to make the call.
The first thing Tony did was take the headache of all the medicaid paperwork away. The firm does that for every family they work with. Then applying Medicaid laws and rules, Tony was able to structure the family's
assets in such a way that would protect them and qualify her dad for Medicaid. This was important because Sarah's parents had not previously created a Family Trust and were at risk of losing the Family Fortune.
Sarah and her sisters are relieved that everything's set up properly now, and their dad is all set with Medicaid.
A Family from Utica
Joseph, the patriarch of a longstanding Utica family,
has always been known for his great sense of humor,
his passion for his family and for golf.
Unfortunately, his wife of 54 years recently
passed away and Joseph was diagnosed with Alzheimer's.
When Alzheimer's began robbing him of all his memories, Joseph's children wanted to ensure he'd receive the best care and quality of life possible.
Joseph had been very successful and there were many
assets to protect - a lifelong building of wealth and Family Assets.
Tough decisions for the family ensued. They couldn't imagine the Family Fortune being lost to long-term care so quickly, and there was no way of knowing how many years of care their Dad might need.
That's when they phoned Tony Copani.
Tony was able to use his knowledge of the Medicaid
laws and rules and deep experience to protect many
of the Family's assets and get Joseph qualified for Medicaid without waiting 5 years. Joseph and his
family are very grateful that everything that he and
his wife had worked so hard for was not lost. Joseph
and his Family learned that it's never too late, and almost always, with the proper advice, assets can be protected regardless of the circumstances.
What do YOU need to do next to save
money and protect YOUR assets?
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