Asset Protection Services in Wisconsin
Refi Trust helps Wisconsin families protect their savings, life insurance and designated funds from Medicaid and estate recovery. Our Wisconsin asset protection services safeguard what matters most, whether you are planning ahead or adapting to sudden changes in care needs. With in-person, phone, Zoom and mail-in options, we make it simple to protect your financial future in Wisconsin.
Visit Refi Trust Today
- Address: 1200 N Mayfair Rd, Suite 260, Wauwatosa, WI 53226
- Phone: (414) 244-9444
- Hours: Monday–Friday, 8:30 am – 5:00 pm
Visit our Wauwatosa office or contact us for trustworthy guidance on asset protection in Wisconsin.
Why Asset Protection Matters in Wisconsin
Wisconsin’s Medicaid rules and estate recovery laws can place savings, life insurance value and other assets at risk. Without a plan, your resources may be used to cover long-term care costs, leaving less for loved ones. Our asset protection services in Wisconsin help preserve financial stability, provide more control over how funds are used and offer peace of mind during life’s transitions.
Our Wisconsin Asset Protection Services
- Wisconsin Funeral Trust Planning: A funeral trust secures funds for end-of-life expenses while maintaining Medicaid eligibility. Refi Trust guides you through selecting the right trust, handling the setup and preserving your benefits.
- Convert Life Insurance for Asset Protection: Cash value life insurance can count against Medicaid asset limits. We help you convert life insurance policies into exempt assets, allowing you to keep the value while protecting eligibility.
- Senior Asset Protection Services: We design customized strategies for Wisconsin seniors, focusing on protecting assets while meeting care needs. From savings preservation to exempt asset planning, our solutions adapt to your goals.
- Long-Term Care Asset Protection: Long-term care costs can quickly impact savings, property and other valuable assets. Our long-term care asset protection strategies help you preserve resources while meeting care needs, maintaining Medicaid eligibility and planning for future expenses.
- Funeral Trust Support & FAQs: From selecting a trust to answering complex Medicaid questions, our team offers complete funeral trust support to help protect assets in Wisconsin. We handle the details so you can move forward with confidence.
Secure Your Financial Future Today
Refi Trust offers statewide service with in-person, phone, Zoom or mail-in options. Call 414-244-9444 for a free consultation. No underwriting, no service fees, just smart protection for what matters most.