We formally launched trust-funding services in 2019 with the acquisition of Delco Estate Planning, our country’s largest distributor of the Medicaid exempt funeral trust. However, our team has long been recognized for its expertise in crisis financial planning for our beloved senior population. When you partner with us, you don’t work with paralegals. You work with specialists who go well beyond merely processing paperwork by actively helping families navigate asset protection.
Our funding coordinators are licensed agents across the US and highly competent in Medicaid, Medicare, insurance, and finance. They undergo yearly ethics, product, and anti-money laundering training to maintain exacting professional standards. Their comprehensive understanding of assets lets them quickly identify red flags that could affect planning strategies.
Funding doesn’t have to be complicated. Our clients count on us for our expertise in pre-planning and funding newly-created asset-protection trusts. We work collaboratively with you and your financial advisors toward our mutual goal: provide the best care for those who deserve it most.
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