Insurance & Financial Planning in New York
Caring & Compassionate Counsel for Elders
Lead attorney, Steven Melnik at our law firm can help if you are looking at how to carry out an effective financial plan in regard to your retirement and future. With the right approach, you can ensure that your life insurance and/or health insurance policies are executed in such a manner as to provide you with full coverage at a low cost. You can look at the potential benefits that
Medicaid may have to offer and can seek
Social Security benefits as well. You can ensure that your
assets are protected for tax purposes and also in regard to
long term care. Properly executed financial and insurance planning serves numerous purposes:
- Protects your assets and property;
- Provides for your loved ones upon your passing;
- Ensures you do not lose your estate to taxes or nursing home/assisted living care; and
- Ensures your wishes are carried out.
Call us Today, Have a More Secure Future Tomorrow
Experiencing the full benefits that tailor-made financial and insurance planning is easy when you have professionals to help. Our legal team includes experienced attorneys, CPAs and support staff who can work with you to develop plans that work within your particular financial situation while addressing your unique needs and concerns. Melnik Law Group, PLLC will talk to you about options in setting up irrevocable trusts or carrying out
charitable planning that will protect your assets from
estate taxes and will help ensure that you do not lose money to Medicaid
estate recovery. We can also help you work out a financial plan that addresses any future need for in-home, nursing home or assisted living care.
Advance directives such a health care proxy, living will and power of attorney can address issues involving
competency and capacity designations.
Every step we take will be to help you carry out insurance and financial planning that will make a difference in your peace of mind and financial security. Contact attorney Melnik at our offices today. Our legal team also proudly represent clients in Manhattan, Brooklyn and throughout New York City.