How to pinpoint clients that need regular estate planning vs elder law planning скачать в хорошем качестве

How to pinpoint clients that need regular estate planning vs elder law planning

This webinar explores how to pinpoint which of your clients would benefit most from traditional estate planning, and who would be a better fit for elder law planning/ asset protection planning. It can be difficult to determine when families should start looking at an asset protection trust with a focus more on retention than growth - and getting the timing right is crucial for the best outcome for your client. Attorney Todd Whatley, CELA, took us through the key things to look out for such as your client's stage of life, assets, and their plans for long term care should the need arise. Have a question? We're here to help! Contact us through our website: AshBer.com and don't forget to visit the events tab for next month's webinar. Follow on Social Media @ LinkedIn: /Company/AshBer Facebook: AshBerLLC Instagram: AshBer_MCA About AshBer: AshBer is an independent insurance agency who sells Medicaid compliant annuities, and who specializes in Medicaid-compliant annuities and long-term care insurance solutions. AshBer partners with attorneys and financial advisors nationwide to deliver industry-leading service and premier insurance solutions through “A”-rated insurance carriers. Within the complex Medicaid planning environment, our Medicaid planners help professionals and families understand key concepts such as MMNA, what is the CSRA, and Medicaid spend-down strategies. We also provide clarity around specialized funding solutions, including cash for assignable annuity options when appropriate. In certain cases, a properly structured Medicaid Compliant Annuity or a medicaid compliant promissory note can play a critical role within a coordinated spend-down Medicaid strategy when designed in alignment with federal and state guidelines. By staying current on compliance standards and state-specific regulations, we equip our attorney and advisor partners with accurate information to better serve their clients.