TAX AND MEDICAID PLANNING
Planning ahead to reduce financial burden and protect long-term security
Protect your estate from unnecessary loss and ensure more of your wealth stays with your family.
Planning for the future is not only about where your property goes, but also about how much of it remains for your family. Estate and gift taxes can reduce what you pass on, while the rising cost of long-term care can quickly drain savings. With the right planning, you can protect your assets, qualify for the benefits you need, and leave a stronger legacy for your loved ones.
Why it matters:
Without a plan, many families are forced to spend down their assets before qualifying for assistance, leaving little behind for children or grandchildren. Medicaid planning and smart tax strategies allow you to preserve your estate, manage eligibility requirements, and minimize or even eliminate unnecessary taxes. These tools give you the ability to protect your hard-earned wealth while still receiving the care and support you deserve.
Contact the firm at (409) 923-9529 today to speak to our team of attorneys during this difficult time.
Common Guardianship & Special Needs Planning Tools in Texas
Why Choose Wendler Law Group?
Tax laws and Medicaid rules can be complex, and mistakes often have lasting consequences. Our team provides clear, personalized guidance so you can feel confident your assets are preserved, your eligibility is protected, and your family is secure. With the right strategies in place, you can face the future knowing your estate will be handled the way you intend.
Preserve Your Wealth and Protect Your Family. Call Us at (409) 923-9529