Elder Planning Solutions – Preserving the Legacy

Planning one’s Legacy ensures a heritage -- passing on what has been learned and not just earned.  This relational workshop will review the planning examples of a retired school superintendent, a working couple and an elderly widow confronted with the unexpected challenges of paying for chronic care in the face of a critical life event. Follow their progress step by step as a plan is implemented to protect the family home and retirement savings, access long term care benefits and provide for heirs.

This forum includes an overview of long term Medicaid and Veterans Aid & Attendance benefits qualification rules and strategies -- and additional planning tips that address budgeting for home care, Aging in Place, Parenting the Parents, preventing Financial Exploitation and Elder abuse, Medicare, Viatical Settlements, End of Life planning and Grief Counseling. Also included are Ethical Guidelines for Legal Professionals and Financial Representatives.

"Elder Planning Solutions – Preserving the Legacy" offers valuable financial insight and building blocks to help protect the family home and retirement assets from the devastating costs of long term care – and carry on a family legacy that will be cherished and honored for years to come. All attendees will receive a Vital Document Organizer, Power of Attorney handbook, Guide to Living Benefits and special planning supplements. 

For more information on live workshop presentations and CE opportunities for CPA's and Texas Attorneys please contact Mr. Yates at: David@legacycareplanning.com