ASSET PROTECTION
PROTECT YOUR HOME - using a life tennancy agreement.
ESTATE RECOVERY LAWS - how to protect assets from the new laws.
GIFTING ASSETS - to avoid taxes and protect certain assets.
LONG-TERM CARE INSURANCE - what is the best alternative?
FAMILY LIMITED PARTNERSHIP - an alternative to protect assets.
MEDICAID - why you should avoid it at all cost!
SECTION 529 PLANS - a great college funding gift for grandchildren.
COMMUNITY SPOUSE - how to protect well spouses assets.
FINANCIAL INFORMATION - when and how to properly reveal your finances to a nursing home or Medicaid representative.

SENIOR TAX PLANNING
REDUCE TAXES - save taxes so your money will last longer.
INCOME - why avoid interest, dividend and capital gains taxable income?
HEIRS TAXATION - techniques to avoid heirs taxation on IRA’s and investments.
RETIREMENT REPORT - “8 Mistakes Retirees Make and How to Avoid Them”.
TAX PLANNING - how to avoid Social Security penalty tax after retirement.

RETIREMENT, POST-RETIREMENT & ELDER PARENTS PLANNING
LONG-TERM CARE - why you need to review all options to save money.
LIVING TRUSTS - trusts and limited partnerships can help to eliminate probate, minimize legal costs & protect assets.
UMBRELLA INSURANCE PROTECTION - why all seniors should have it.
ELDERLY PARENTS - strategies to protect the home and other assets from nursing home bankruptcy.

“PEOPLE DON’T PLAN TO FAIL, THEY ARE JUST TOO BUSY
WITH TODAY’S LIFESTYLES TO TAKE TIME TO PROTECT THEIR ASSETS”

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