Caroline will work with you to identify all your assets, including personal property, cash on hand, and intangible investments. With her guidance, you are ensured these assets will be controlled with your best tax advantage in mind, while protecting them for the future. Caroline also helps you focus on preserving assets specifically to supplement care provided by Medicaid and Social Security. We use a team of professionals from our sister company, Caregiver Support Services, to assist with Medicaid and SSI applications, and our Asset Preservation Services include:
