I am speaking with the mother of a co-worker about Medicaid planning. She is an other wise healthy 82 yo with assets of approximately $130K including a PSIP thru former employer that distributes once/year (currently value appx 90K). She would like to preserve as much as possible for her children...
Thereafter, in order to further protect our client, we “structured” the settlement so that our client received a portion of the settlement up front, and the balance was invested in a guaranteed annuity to ensure that our client will receive a guaranteed income for the rest of his life!
Phone: 518-463-3200
1 Elk Street, Albany, NY 12207
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