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Long-Term Care Planning

Community Property & Estate Planning [Video]

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Community Property & Estate Planning

Hear from ELG Estate Planning founder and top Estate Planning Attorney Lynn St. Louis as she reviews Estate Planning in a community property state.

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ELG Estate Planning (Elder Law Group PLLC) is here to help with Estate Planning, Wills, Asset Protection, Durable Power of Attorney Financial, Durable Power of Attorney Health Care, Health Care Directives, Medical Asset Preservation Strategies, Obtaining Medicaid Benefits, Long Term Care Planning and Probate & Trust Administration.

Information provided is for educational purposes only and should not be interpreted as legal advice nor as creating an attorney client relationship.

Categories
Long-Term Care Planning

Webinar: Estate Planning with Life Insurance [Video]

Watch a replay of our webinar featuring Michael Salad of Cooper Levinson as he discusses estate planning with life insurance. He reviews irrevocable life insurance trusts for insurance policies, including hybrid long-term care and survivor policies. This webinar also includes tips on how insurance can be used to pay taxes at death, with information on estate tax and generation-skipping transfer tax.

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Long-Term Care Planning

Why Adding Estate Planning To Your Sales Process & Marketing Will Grow Your Business [Video]

Ryan Polimeni shares the importance of Estate Planning, and how including it as part of your sales process and marketing can keep your clients coming back, uncover money, and ultimately boost your business. Level Up Advisors academyhttps://ryanpolimeni.thinkific.comRyan’s Seven-Figure Coaching Systemhttps://www.ryanpolimeni.com/coachingwww.RyanPolimeni.comFacebook: https://goo.gl/6U4TRQTwitter & IG: @RyanPolimeniLinkedin: https://goo.gl/Kfn5ueAs the owner of Polimeni Tax & Financial Group, LLC, Ryan’s vast experience with financial planning allows him to create a personalized one-on-one financial plan that best suits his client’s needs. Ryan’s top priority is understanding his client’s needs, goals, and objectives to help create a clear, concise path to achieving financial retirement success. Ryan’s passion for educating people on topics of finance is what separates him from the rest of the financial world. His educational seminars, podcasts, and educational websites prove just that.Ryan created the FedMade Simple brand to help take the complexity out of the complex world of understanding federal benefits. As a Registered, Federal Retirement Consultant, Ryan’s training and skillset put him in a category of less than 500 FINRA registered advisors in the United States who are certified to work with federal employees.Ryan has partnered with TOP CPAs, Tax Consultants, and Estate Planning attorneys to bring his clients the full financial planning and tax preparation resources they need all under one roof.

Categories
Long-Term Care Planning

The Best Estate Planning Article Ever Written [Video]

I have to admit, I have written lots of estate planning articles. Some are better than others. But… This is by far my best estate planning article. I could wow you with legalese. I could tout my degrees and my accolades. However, the best estate planning decision you will ever make is to actually take the step to get organized and get your affairs in order. That’s a decision I can’t make for you. You can lead a horse to water and all that.Schedule your FREE consult: mcelderlaw.com/scheduling#estateplanning #elderlaw #lawyer #attorney #realestate #will #trust #powerofattorney #probate #savingthefarm #lawyergreg