This presentation describes the current Medicaid eligibility rules and shows various techniques that permits individuals and families to preserve assets in the face of crushing long-term care costs
Life Insurance Trusts and Charitable Planning Techniquesscoop85
Learn techniques to provide protection for life insurance proceeds against estate tax exposure and creditors, and how to integrate charitable planning techniques that benefit the client and their family as well as selected charities.
This webinar was presented by Aaron Dunn and Ian Glenister from The SMSF Academy, looking at the important aspects of death benefit nominations for members of a self-managed super fund.
Life Insurance Trusts and Charitable Planning Techniquesscoop85
Learn techniques to provide protection for life insurance proceeds against estate tax exposure and creditors, and how to integrate charitable planning techniques that benefit the client and their family as well as selected charities.
This webinar was presented by Aaron Dunn and Ian Glenister from The SMSF Academy, looking at the important aspects of death benefit nominations for members of a self-managed super fund.
The 9 most common myths of Medicaid and Medicaid PlanningMark Heffner
Presented to the Rhode Island chapter of the Alzheimer's Association on Oct. 3, 2013. This talk was Part 4 of the "Getting Started Education Series", given at The Highlands on the East Side, in Providence, RI.
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt. 1/2)West Muse
Studies show that $9 trillion in assets will be passed in the U.S. from Baby Boomers to Gen X and millennials by 2027. It is imperative that fundraisers plan thoughtfully for this transfer of wealth because great opportunity exists to secure planned gifts. While many nonprofits focus on immediate funding needs, museums are in a unique position, responsible for long-term institutional preservation and collections care. It is not only prudent but necessary to develop sustainable revenue.
This presentation is about how to integrate charitable gift planning into your overall financial strategy in a way that will allow you to give to your favourite charities and reduce your overall taxes.
Using Life Insurance in Zero Tax Estate Planningwardwilsey
This presentation describes the uses of life insurance in estate plans designed to eliminate the estate tax. For a version with audio as well, please email me at wardwilsey@wilseylaw.com
Estate & Medicaid Planning for Individuals with Alzheimer's DiseaseMark Heffner
A presentation to family caregivers of people living with Alzheimer's, given at the Caregiver's Journey Conference, March 31st, 2016. Conference sponsored by the Rhode Island Alzheimer’s Association.
The Best Way to Buy Sell or Replace Life Insurancefreddysaamy
http://ekinsurance.com/pennsylvania-life-insurance/
Traditionally, life insurance is purchased during your working years to replace your income for your family in case you died. But if you are retired, do you still need life insurance?
The 9 most common myths of Medicaid and Medicaid PlanningMark Heffner
Presented to the Rhode Island chapter of the Alzheimer's Association on Oct. 3, 2013. This talk was Part 4 of the "Getting Started Education Series", given at The Highlands on the East Side, in Providence, RI.
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt. 1/2)West Muse
Studies show that $9 trillion in assets will be passed in the U.S. from Baby Boomers to Gen X and millennials by 2027. It is imperative that fundraisers plan thoughtfully for this transfer of wealth because great opportunity exists to secure planned gifts. While many nonprofits focus on immediate funding needs, museums are in a unique position, responsible for long-term institutional preservation and collections care. It is not only prudent but necessary to develop sustainable revenue.
This presentation is about how to integrate charitable gift planning into your overall financial strategy in a way that will allow you to give to your favourite charities and reduce your overall taxes.
Using Life Insurance in Zero Tax Estate Planningwardwilsey
This presentation describes the uses of life insurance in estate plans designed to eliminate the estate tax. For a version with audio as well, please email me at wardwilsey@wilseylaw.com
Estate & Medicaid Planning for Individuals with Alzheimer's DiseaseMark Heffner
A presentation to family caregivers of people living with Alzheimer's, given at the Caregiver's Journey Conference, March 31st, 2016. Conference sponsored by the Rhode Island Alzheimer’s Association.
The Best Way to Buy Sell or Replace Life Insurancefreddysaamy
http://ekinsurance.com/pennsylvania-life-insurance/
Traditionally, life insurance is purchased during your working years to replace your income for your family in case you died. But if you are retired, do you still need life insurance?
Southwest Funding, LP a leader in Home Equity Conversion Mortgages more commonly know as a Reverse Mortgage. We are here to help you make an informed decision.
http://ekinsurance.com/personal/how-to-buy-long-term-care-insurance/
Statistics indicate that over half of all people over age 50 will require long-term care.
"Welcome to your path to homeownership with our mortgage loan solutions. Owning a home is a dream for many, and we're here to make it a reality for you. Our mortgage loans offer a secure and affordable way to purchase your dream property or refinance your existing home. With competitive interest rates, flexible repayment options, and personalized guidance, we're committed to helping you find the perfect loan to fit your unique needs. Our experienced team of experts will walk you through the entire process, from application to closing, making your journey to homeownership as smooth as possible. Take the first step towards building equity and creating a place to call your own with our trusted mortgage loan services."
"Welcome to your path to homeownership with our mortgage loan solutions. Owning a home is a dream for many, and we're here to make it a reality for you. Our mortgage loans offer a secure and affordable way to purchase your dream property or refinance your existing home. With competitive interest rates, flexible repayment options, and personalized guidance, we're committed to helping you find the perfect loan to fit your unique needs. Our experienced team of experts will walk you through the entire process, from application to closing, making your journey to homeownership as smooth as possible. Take the first step towards building equity and creating a place to call your own with our trusted mortgage loan services."
Can I Qualify for Medicaid If I Own a Home?John Potter
Medicaid is the solution for a significant percentage of seniors who need long-term care, because it will pay for living assistance. Since it is a need-based program, there are income and asset limits. The good news is that some things do not count, and your home is one of these things.
What Is a Special Needs Trust in North DakotaRaymond German
To account for this dynamic, you could make a loved one with a disability the beneficiary of a special needs trust. Under program rules, the trustee could use the assets in the trust to improve the beneficiary's quality of life. Learn more about special needs trust in North Dakota in this presentation.
Financial planning and long term care 2016 june right blend investing
Medicaid Planning 2009
1. Elder Law and Medicaid Richard J. Shapiro, J.D. Mindy Menke, J.D. Blustein, Shapiro, Rich & Barone, LLP 90 Crystal Run Rd., Suite 409 Middletown, New York 10941 (845) 692-0011 www.mid-hudsonlaw.com