In this webinar, we will discuss…

  • Coordinating your legal estate planning with your financial estate planning
  • What basic legal documents all adults should have in place
  • What can be done to keep an estate out of court
  • Wills vs. Trusts
  • Revocable Trusts vs. Irrevocable Trusts
  • Use an LLC vs. an Irrevocable Trust to protect your real estate.
  • Use of a “buy-sell” agreement for a business
  • Financing Long-Term Care: What are the options?
  • If you think owning real estate or having financial investments makes you ineligible for long-term care through Community Medicaid, you are probably wrong.
  • If you think your income is too high to qualify for long-term care through Community Medicaid, you are probably wrong.

Key Topics