In this workshop, we will discuss:
Can you protect what you value?
- Three types of assets in your estate & why it matters
- Rescue your retirement savings from the new Death Tax
- Defeat the 5 threats to your life savings
Why bother with planning?
- Why pre-planning vs crisis recovery? An ounce of prevention vs a pound of cure.
- What is Probate and why avoid it? Let sleeping dogs lie.
What mainstream lawyers and advisors won’t tell you (because they don’t know)
- Long term health care costs are the real threat
- Get Medicaid without spend-down
- Married Couple can save 90+%
- Single Person can save 40+%
- Protect your family by protecting your savings – 5 tools