Call: 317.837.4999
Our mission is to help families minimize the emotional and financial burden of long-term care.
Tel: 123.456.7890
Long-Term Care Plans
Don't go broke in a nursing home. Planning for the possibility of long-term care involves repositioning a small percentage of the assets you already have, to protect the estate you've worked a lifetime to create. Unlike traditional LTC insurance, an asset based approach doesn't require you to "use it or lose it". Our expertise in crisis planning for Medicaid helps you ensure your loved ones don't face financial hardships during your lifetime and your estate is distributed exactly how you want after you're gone.
Areas of Expertise
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Funeral Planning
There are two ways to make funeral plans, the right way or wrong way. The wrong way is alone, during a crisis, and with uncertainty. In contrast, the right way allows you to complete arrangements together with your family, years before the need, under normal circumstances, without the time pressure crisis planning creates. Planning ahead puts you in control. Learn how simple and easy it is to give this basic level of protection to your family.
Asset Transfer Trusts
This unique estate planning approach combines a free irrevocable trust with the purchase of a whole life insurance policy. Set aside some of the trust funds to pay final expenses with the remaining money paid to your beneficiaries. This allows you to take care of two things at once: funding for end of life expenses and setting aside an inheritance for children and grandchildren or a favorite charity. By utilizing an asset transfer trust, you protect your money from creditors should you need long-term care.
