9 Ways out of Highly Appreciated Property
January 18, 2019
What’s Old is New Again – Insurance Planning Under the New Tax Law
May 6, 2019
Benefits of Planning – Understanding the Options You’re Entitled To
$25.00
Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq.
Confronting the costs of long-term care is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Scott Stewart, Esq.
Related products
-
Add to cart
Are You A Mac or PC?
$25.00When it comes to pricing, Apple and PC manufacturers adopted opposite pricing strategies. PCs won 90 percent of the market. But Apple is the most valuable company in the world. Who won? This presentation explores the psychology of pricing, what constitutes value, and why you may be drastically underpricing your services.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Mark Merenda
Click play to watch a short video about ‘Are You A MAC or a PC’
-
Add to cart
Brain Injury and Special Needs Trusts
$25.00Queen and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Gain an understanding of several brain exercises, compensatory tools, resources, strategies, and approaches to strengthening client-vendor relationships that will help you connect better with clients and families dealing with TBI (Traumatic Brain Injury). Also learn how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)Presented by: Queen Mateo and Scott Stewart
-
Add to cart
The Biggest Boogie Man for Baby Boomers and Beyond
$25.00When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living. And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death. Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care. How will they pay for it and not leave the well-spouse impoverished? Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.
