Protect Assets – Protecting Assets from Long-Term Care Costs – Academy Portal

Comprehensive Retirement Planning Series 05 – Create a Legal Plan Protect Assets – Protecting Assets from Long-Term Care Costs

Create a Legal Plan

Protect Assets - Protection from Uncovered Long-Term Care Costs

The most significant financial threat facing the average American today is unplanned medical and long-term care costs. This video explains how a Safe Harbor Trust works to protect assets from being exhausted so you can qualify for medical and long-term care benefits from the VA and Medicaid systems.

In this academy

Comprehensive Retirement Planning Series 05 – Create a Legal Plan Protect Assets – Protecting Assets from Long-Term Care Costs

Introduction – Legal Plan

Protect Assets – Wills vs Trusts

Protect Assets – Introduction to Safe Harbor Trusts

Protect Assets – Protecting Assets from Long-Term Care Costs

Protect Assets – Protections for Surviving Spouses and Heirs

Protect Assets – Protections from Estate Tax

Protect Assets – Protections for Inheritances

Protect Assets – Align Beneficiaries

Minimize Burdens – Estate Planning

Minimize Burdens – Fiduciaries

Minimize Burdens – Manuals of Instruction

Create a Legal Plan – Wrap Up

Professional Legal Resources

Pause to Plan

Legal | Protection from Uncovered Long-Term Care Costs

I plan to take the following actions to protect assets from long-term care costs: (select as many as apply)

Purchase a long-term care insurance policy

Plan for the use of Medicaid benefits

Plan for the use of VA benefits

Create a Safe Harbor Trust

I would like to meet with an Elder Law Attorney to learn the best way to protect assets from long-term care costs: (select one)

Yes

Not yet

Undecided

Notes regarding my plan to protect assets from long-term care costs.

If you are human, leave this field blank.

Comprehensive Retirement Planning Series 05 – Create a Legal Plan Protect Assets – Protecting Assets from Long-Term Care Costs