With a properly prepared strategy in place, you can help your client maintain control when it comes to protecting what they care about most –family and friends, financial assets, healthcare decisions and charitable causes. Ms. Amrine will review the key legal documents needed to stay in control even when a client loses capacity or needs long term care. She will also review MediCal and VA Programs that can help pay for long-term care while preserving their assets. See how this team approach can help your clients face a difficult diagnosis by planning ahead. What are the levers in a good estate plan that allow for asset protection when faced with the high cost of long term care? How can you maintain assets under management for the client’s best outcome?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Yvonne Amrine, Esq.