Asset
Protection
Trust the professionals at Senior Benefit Services
in Charleston, West Virginia, to help you establish a financial
plan before you need it. We encourage you to contact us prior to
the need to have this plan in place. Out staff has an excellent
publication to read called "How to Protect Your Assets from the
Federal Government and Medicaid." We need to know where you are as
far as asset ownership and what assets you want to protect. There
are some excellent strategies available to you, and we can assist
you in putting this into place. We offer a free initial
consultation, which typically lasts from an hour to an hour and a
half.
Tax
Services
We can show you how to substantially reduce your taxes or to defer
things such as interest being taxed. Our staff can educate you on
annuities and show you how to make your money last a lifetime. We
can also prepare your tax returns or review a tax return at no
charge to try and determine if you are overpaying.
