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  • 90 Minutes With an Estate Attorney (Virtual)

    We all have goals. Sometimes your goal is to gift assets to others. Do you do it while you are alive? After you have passed? What about Estate Tax and Gift Tax Planning? Should you give your money away in a Will, or a Trust? Would you qualify for Medicaid? What is the 60-month claw back? What if your spouse goes into the nursing home and exhausts your money? What about your 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. 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. This class is held virtually. A Zoom invite link and class handouts will be sent prior to course.
  • How to Pay for the Nursing Home: An Attorney's Perspective (Virtual)

    We all come into the world with nothing and leave with nothing. The biggest fear for most baby boomers is how to pay for the nursing home and still leave the next generation something. With ever changing estate planning laws and great increases in nursing home costs the fear is real. In today’s world you need to understand what your options are. Is long term care insurance for you? What about home care? Should you gift your money away? Will you qualify for Medicaid? What about a current Trust, does it avoid the nursing home? What is the 60-month claw back? What if your spouse goes into the nursing home and exhausts your combined money? Walk through these questions and many more, including how to plan and place your assets to meet your nursing home goals. This is a virtual class. A Zoom invite link and class handouts will be sent to the email used to register.