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The next best thing to in person training is webinar training (some like it better because it avoids the cost to travel and each webinar can be viewed over and over until you learn the subject matter inside and out).
As you may already know, Medicaid planning is one of the most important and overlooked topic by attorneys, financial planners, insurance agents, and CPAs.
There are millions of Americans who are in need of "proper" Medicaid planning today. The number of people who will need help preserving their assets from Medicaid spenddown and recovery is increasing daily (there are 7,000 people turning 65 every day in this country).
Learn wealth preservation from 6 time author Roccy DeFrancesco. His video will give you a place to start on your journey to life-long wealth and security.
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We keep you updated on many wealth preservation topics.
From real estate to your IRA account, we review court cases related to your assets. Wether you hold real estate, stocks, bonds, retirement accounts or bitcoin, your assets can be at risk.
We understand that a person makes it a priority to protect their personal residence. FLEX TRUST For most of us, our homes are much more... Continue reading
Introduction: Individual Retirement Accounts (IRAs) and Roth IRAs are both investment savings vehicles that allow individuals to save for retirement. These accounts have numerous benefits... Continue reading
INTRODUCTION: For my clients residing in States with high State Income Taxes and/or high personal residential property taxes, the valued and yearly deduction of these... Continue reading
Question: Is a dividend distribution from a sole-shareholder S-Corporation a disguised wage payment? As with any economy, businesses are continually seeking to increase the bottom... Continue reading
Quit Claim Deed A deed is the document that transfers ownership of real property. It maintains the names of the person holding the legal title,... Continue reading
1. If you are living with someone else, your financial need has likely been reduced or eliminated, thereby reducing or eliminating your need for spousal... Continue reading
Asset Protection Planning is a strategic, preemptive preparation to prevent creditors from obtaining your assets in the unfortunate event of a civil judgment. It does... Continue reading
I continue to receive emails and phone calls in response to my last article, “Cohabitation, the Termination of Alimony and Cell Phones,” in which I... Continue reading