Asset Protection Attorney in Worcester
Are You or a Loved One Getting Older in Worcester And Looking To Preserve Assets To Avoid Being Wiped Out?
With Some Foresight And The Assistance Of Our Skilled Worcester Asset Protection Lawyers, We Will Help Ensure That Your Wealth Will Be Safe From Excessive Taxation, Creditors, And Potential Lawsuits.
We understand you have options when it comes to choosing an Asset Protection attorney in Massachusetts. What sets us apart is our commitment to clarity, compassion, and client-focused solutions. At The Law Office Of Polly Tatum, we’ve helped countless families with their asset protection needs with straightforward, customized strategies that prioritize your goals—not unnecessary complexity. Our mission is simple: we will help you plan for the future, protect your loved ones, and guide you through the unexpected.
Why Choose The Law Office Of Polly Tatum for Your Asset Protection Needs?
- Highly Reviewed & Rated – Highly rated with 100+ reviews on Google, as well as a Superb 10.0, 5 out of 5 stars on respected legal site AVVO.
- No Obligation Strategy Session – There is no pressure to retain us after your first strategy session. We look forward to working with you if/when you are ready.
- Simple Fixed Pricing – While our Estate Plans are not “Cookie-Cutter,” our pricing plans are. You will typically know the cost upfront.
- We Guide You Through The Process – We offer seminars and webinars. We take the guesswork out of how to maintain YOUR plan.
- Experienced Estate Attorney – With 24+ years of combined experience, Attorney Polly Tatum holds an Advanced Law degree surrounding Elder Law.
- Virtual & In-Person Appointments Available – We make ourselves available to you in person and online for your convenience.
- Structured Planning Format – From the moment you call us, to our final meeting, we call the “Signing Ceremony”, we take the guesswork out of your plan. We guide you through the entire process from start to finish
Tell Us Your Situation
Call (508) 795-1557(508) 795-1557. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.
(508) 795-1557(508) 795-1557
Your Information Is Safe With Us
We respect your privacy. The information you provide will be used to answer your question or to schedule an appointment if requested.
Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557
When Should You Plan
There are two categories of Medicaid Planning. They are crisis planning and pre‐need planning.
Crisis Planning
This is for people facing an imminent need for long‐term care, whether it be Alzheimer’s, nursing home, or other care. Because of the intensive nature of legal work involved, this type of planning tends to be more expensive than pre‐need planning.
Pre-Need Medicaid Planning
The best way to plan for long‐term care is to do so well before the need arises. Beginning early enough allows you to take advantage of the five-year look‐back period, among other benefits.
Why Plan NOW (And Not Tomorrow):
- Gives you time to find alternatives to pay for care, so you can preserve hard‐earned assets
- Allows you to keep all or most of your assets, rather than making avoidable payments for care
- To leave your loved ones what you’ve worked a lifetime for
- Makes the most of Medicaid’s safe harbor provisions
- Medicaid eligibility is very complex, and the rules change frequently. Even simple errors can result in a denial of benefits. We can take care of this for you.
- Ensure you have control over your future care and certain other decisions
You Can Trust Us With Your Asset Protection
At The Law Office Of Polly Tatum, we understand how important Asset Protection planning is, because that means protecting your family and your future. Our estate planning attorneys believe it is our responsibility to assist you in creating an effective estate plan and will work hard to earn your trust and accomplish your goals.
As your Massachusetts asset protection lawyer, we pride ourselves on keeping current with any changes in state or federal law, paying attention to details, and being extremely responsive to the needs of each of our clients.
The Asset Protection Assistance We Offer
- Drafting prenup and postnup agreements
- Establishing asset protection trusts
- Purchasing full-coverage insurance policies
- Organizing investments, including foreign bonds and international stocks
- Creating a corporation (LLCs are not responsible for personal debts)
- Establishing charitable foundations
- Retirement planning by opening retirement accounts, such as IRAs and 401(k)s
- Buying annuities (Massachusetts is one of the few states in which annuities can provide protection)
- Giving substantial amounts as gifts to your beneficiaries while you are alive
- College funding by opening college savings plans
Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557
Anyone Can Be Potentially at Risk of Lawsuits
Though many believe that doctors and celebrities are the only ones likely to be targeted in lawsuits, anyone can be at risk. The possibility that you will be sued or have fraudulent claims or frivolous lawsuits brought against your collected resources is always there.
This is why it is essential to have the guidance of an experienced asset protection attorney.
At The Law Office Of Polly Tatum, we are prepared to use tried-and-true methods to reduce your chances of being sued under the following types of lawsuits, should they be levied against you:
- Malpractice liability claims
- Personal liability lawsuits brought by former business associates
- Premises liability suits for personal injury
- Personal injury suits for liability in vehicular accidents
- Liability resulting from misconduct or criminal behavior
- Liability for being a guarantor of someone else’s debts
- Fraudulent claims that cannot be disproven
- Claims made by a present or former partner or spouse
Our Massachusetts asset protection attorneys work hard to ensure your accumulated wealth is safe and that your future and the futures of those you love are protected.
Suppose you are helping an elderly relative protect their assets. In that case, you may also want to ensure that your loved one does not mistakenly give money to a scam artist or spend it on sweepstakes or unreasonable purchases.
In other words, we can help you preserve your family’s accumulated wealth from your relative’s declining ability to make rational decisions.
Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557
Actual Words Clients Have Used to Describe Us & Their Experience:
“Polly can teach you how to protect yourself and your family now and for the future,” Attentive, ethical, patient, and thoroughly professional,” “Her personalized approach ensures that you feel valued and properly represented throughout your legal journey,” “appreciate her compassion and insight in navigating tricky family situations,” “She developed an in depth understanding of what we needed to insure coverage of our estate,” “Her approach was not only professional but also personable, making the process feel much smoother,” “If you need factual, dependable and top level support, you are in good hands with the Law office of Polly Tatum,” “As a young family with a puppy and a new baby, we know the importance of estate planning – we are working with the team at the Law Office of Polly Tatum to protect our family and know we are in excellent hands,” “he asks questions I never even considered so that she can make the best plan for my family,” “She is a great combination of warm personality and keen expertise.”
If these are the things you are looking for in an Attorney to help protect your family and your legacy, contact our offices today!
Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557
Professional Associations
