Most complex cases will involve some form of estate planning. If a client is receiving income-based public benefits, particularly Medicaid and/or Supplemental Security Income (SSI), there are certain steps that need to be taken in order to retain those benefits.

Contact a Monarch representative so we can help analyze your client’s situation and discuss whether your client should consider products and/or services in conjunction with their settlement plan to preserve their benefits.

Contact: info@monarch-us.com