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Medicaid Planning

Presented by Tom Lubnau, Alison O. Gee, and Nicholas Norris

Join us for this live webinar before you need long-term care to learn more about:

  • Qualifying for Medicaid: How you can protect your home and retirement nest egg from nursing home costs.

  • Preserving Your Medicaid Eligibility: The activities that you must avoid to not disqualify yourself from Medicaid benefits in the future.

  • The 5-Year Look Back: How it works and why planning early is vital to protect your assets.

  • Traditional Estate Plans: Why they won’t help with nursing home costs and the type of plan that will.

  • Probate: How it works, and more importantly, how you can avoid it altogether.

  • Incapacity: Make your final wishes known with a Living Will and Healthcare Power of Attorney. Avoid a potentially humiliating and expensive Conservator/Guardianship court proceeding if you become legally incapacitated.

  • Divorce and Remarriage: How to safeguard your children’s inheritance from their own divorce and your surviving spouse’s remarriage.

This seminar will be held via Zoom - register using the form below.

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January 21

Legacy Wealth Planning