Legacy Assets Archives - Pyke & Associates PC

Medicaid Planning for Legacy Assets

dpl_admin2024-12-18T09:32:47+00:00December 18th, 2024|Tags: David Pyke, Estate Planning, Legacy Assets, Medicaid, Medicaid Planning, Pyke & Associates|

There are assets that I call legacy assets that need a special level of protection that is not difficult to provide. What do I mean by legacy assets? I mean assets that are intended not to be sold and passed through from one generation to the next. Here are some common examples. A family farm [...]

Protecting Your Legacy Assets

Do you have “Legacy Assets”? In the attached video, I discuss these assets and the issues that they present in estate planning. First of all, what do I mean by a “Legacy Asset?”. It’s an asset that your intention is to pass through multiple generations without being sold. The most common types of [...]