-
Popular90 Minutes with an Estate AttorneyCareer & FinanceWe all have goals. Sometimes our goal is to gift assets to others- while we are alive? After I have passed? What about Estate Tax & Gift Tax Planning? Should I gift my money away in a Will, or a Trust? Would I qualify for Medicaid? What is the 60-month claw back? What if my spouse goes into the nursing home and exhausts our money? What about my current Trust; does it avoid the nursing home? Most people believe that their trust shields the assets from the nursing home and creditors. Many people may be wrong!We will walk through these questions and many more, including how to plan and place your assets to meet your retirement, your nursing home goals, and after you have passed.Fall/Winter 2019
-
How to Avoid Losing Your Life Savings to the Nursing HomeCareer & FinanceIf you or a loved one need expensive long term care, it can feel like being lost in a foreign land where you don't speak the language. We speak the language and we can help you navigate through unfamiliar terrain to benefit you and your loved ones. If you are stressed about paying for care, worried about having good care options, or want to protect assets, this talk is for you!Fall/Winter 2019
-
Zero is the New Hero: Financial Planning for a Zero-Tax RetirementCareer & FinanceLearn to maximize your financial plan and what your expectations should be of a financial planner or wealth advisorFall/Winter 2019
