Community Insights 2019 – Mar – Benefits Planning – Understanding the Options

$25.00

Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

Presented by Scott Stewart, Esq. 

Description

Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

Presented by Scott Stewart, Esq.