Please read through this wonderful, comprehensive presentation I have put together for you.
In this presentation, I layout point-by-point, clear structure on:
• Types of Long Term Care
• How Care Will be Paid For
• Medicaid Limits
• Medicaid and Your Home
• Nursing Home Rules & Resources
• Transferring of Assets & The 5 Year Rule
• Estate Tax Rules & Exemptions
• Federal Tax Reform Rates & Changes
• Veteran Benefits
• Advanced Directives
• Protecting Assets
• And My Very Own: Okrent’s Transfer Matrix
You can hear and see this presentation live at one of my many events I offer for free.
Or you can make an appointment and we can talk one-on-one about how to best craft a plan that suits your needs.
Ask me your questions & I hope to have an exchange of information and good conversation about your personal situation.
Thank you! Dave
Click here for a download of Okrent’s Elder Law Power Point 2024 for a set of Power Point Slides covering an array of topics in Elder and Estate Planning and for pdf of same click here 2024 PDF Power Point Note Slides.