Elder Law Planning is a specialized area of law and financial advisory that focuses on the needs of older adults, particularly around issues like long-term care, Medicaid eligibility, guardianship, estate planning, and financial protection. It helps ensure that seniors are not only legally protected but also financially secure throughout retirement.
At OMNI 360 Advisors, we go beyond traditional retirement planning. Our approach combines legal services, asset preservation strategies, healthcare planning, and tax optimization to create a well-rounded plan that evolves with your needs over time.
Many individuals mistakenly believe that saving for retirement is enough. However, aging brings a new set of financial and legal complexities that require proactive planning:
Our Elder Law Planning services are designed to help protect everything you’ve worked for and ensure that your golden years are secure, dignified, and as independent as possible.
One of the primary goals of elder law planning is to protect your assets from being depleted by long-term care costs. We help you develop strategies to legally structure your assets to qualify for Medicaid benefits, including the use of irrevocable trusts, annuities, and gifting strategies.
Our advisors ensure that your planning stays compliant with Medicaid’s five-year look-back period and other critical requirements, so you can receive care when you need it without losing your life savings.
Planning for medical needs becomes increasingly important with age. We assist in creating customized plans for:
By organizing your healthcare preferences in advance, we help ensure that your wishes are honored and that family members are not left guessing during emergencies.
Proper documentation is essential to ensure that your financial, medical, and legal matters are handled according to your wishes if you become incapacitated.
Our team helps you prepare:
These documents reduce the risk of court-appointed intervention and help your loved ones make decisions on your behalf with ease and legal clarity.
Elder Law Planning naturally overlaps with estate planning. OMNI 360 Advisors ensures seamless coordination between your retirement, elder care, and estate goals. Our services include:
We design your estate plan with longevity in mind, ensuring not only wealth preservation but also smooth wealth transfer for future generations.
Elder Law Planning isn’t just for the elderly—it’s a proactive step that can benefit adults starting as early as their 50s. You may benefit from our services if:
At OMNI 360 Advisors, we offer a comprehensive and coordinated approach to Elder Law Planning. What makes us different:
Without proper Elder Law Planning, your assets could be rapidly consumed by care costs, leaving little behind for your spouse or heirs. Worse, your family could face difficult legal decisions during moments of crisis, without clear guidance or authority.
The earlier you start, the more options you have. Proactive planning allows you to structure your affairs legally and effectively, rather than rushing through decisions during a crisis.
Whether you’re just beginning to think about retirement or already managing care for an aging loved one, now is the time to take action.
OMNI 360 Advisors is here to help you protect your future—legally, financially, and personally.
Take control of your future with a personalized plan built around your needs, values, and goals.
Contact us at 609-452-0889 to schedule your consultation and get started.
How we do business – ADV Part 3 – CRS (Please see attached document)
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