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Long-Term Care Planning

Conner’s Report March , 2021 [Video]

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Conner’s Report March , 2021

Brian Conners, Conners Report, March , 2021
The Conners Report talks with industry thought leaders on the key economic, market, business, and disruptive technologies that face business leaders today. He searches for breakthrough ideas and megatrends that will provoke you to take action today so we will be relevant tomorrow, hosted by Brian Conners.

C. Brian Conners is a Certified Financial Planner (CFP) and Wealth Management Specialist. Brian is licensed with the California Department of Insurance (License #0661999) Brian has over 30 years’ experience advising high net worth individuals, and successful business owners and business executives on important financial, tax, and investment matters having a significant financial impact on their businesses and personal net worth Acting as their Personal CFO, Brian’s passion in life is helping others achieve their financial goals, so that they can live their dreams and aspirations free of financial fear. It has been said, “failing to plan is a plan to fail”. In today’s complex world, having a strategy can be the difference between living a life of quiet financial desperation or having financial peace of mind. Using a coordinated 360 financial assessment, planning, and wealth management process, Brian helps client solve complex financial and tax problems to create more certainty and sustainability in their financial future. Brian’s advisory services include a broad range of services in financial management, asset management, risk management, retirement planning, tax planning, long term care, estate planning, charitable trusts, and wealth transfer for individuals, business owners, and retirees. For his business clients, Brian has advised business owners and executives on financial management, 401(k), profit sharing and pensions plans, ESOP’s, and exit strategy. Brian has a Bachelor of Science in Electrical Engineering from the State University of New York at Stony Brook and his Masters in Business Administration from Northrop University in Los Angeles, CA. In addition he completed one year of Law School study at Western State College of Law in Irvine, California. He received the professional designation of Certified Financial Planner (CFP) and Accredited Tax Preparer (ATP) designations form the College for Financial Planning in Denver, Colorado.My passion in life is helping others achieve their financial goals so that they can live their dreams and aspirations free of financial fear. It has been said, “failing to plan is a plan to fail”. In today’s complex world, having a strategy can be the difference between living a life of quiet financial desperation or having financial peace of mind. I have over 30 years of experience in helping others attain their financial goals, dreams, and aspirations. Using a coordinated 360 financial assessment, planning, and wealth management process, I help people build predictability and sustainability in their financial future. Taking the most important first step, and talking about your most intimate financial matters doesn’t have to be awkward. It can be liberating and even inspiring as you express your goals and dreams. I’m happy to offer a comfortable environment for that kind of conversation. If I don’t have the answer to a concern, I maintain an extensive network of caring professionals that I will do my best to refer you too who can.

C. Brian Conners
Certified Financial Planner – “Your Private CFO”
Orange County, California

Categories
Long-Term Care Planning

What are Estate Planning transfer costs? [Video]

In this video, I answer the question: What are Estate Planning transfer costs? I'm attorney Patrick Kelleher and my goal is to educate you. I speak in plain English and avoid confusing legal jargon in my videos.Learn more about elder law and estate planning here: https://elderlawcare.com.By watching this video, you’ll learn:• How gifting can be a double edged sword (Article available here: https://elderlawcare.com/2021/04/14/careful-giving-gifts-can-be-a-double-edged-sword-patrick-j-kelleher-esq-elderlawcare-com/)• The risks, rewards, and challenges of making gifts• How to assess and evaluate your own estate planning circumstances• How gifting could be used to reduce your taxable estate• How much you can gift per year under the current tax code• When to file a Form 709 gift tax return• Proposed changes to the Unified Tax Code under the current administration• How gifts within 5 years of applying for Medicaid benefits are considered impermissible and have a penalty period associatedHave you created your estate plan?Leave a comment below!_______________ Patrick J. Kelleher & Associates is a caring and compassionate law firm that works hard to help you protect what you have for the people you love the most. We serve families and seniors in Hanover, Quincy, and the surrounding Boston, Massachusetts area.Learn more about us at https://elderlawcare.com. _______________- Find my Book on Amazon "How to Avoid the Four-Headed Monster: Probate Court, Estate Death Taxes, Financial Creditors & Predators and Nursing Homes": https://www.amazon.com/dp/B084MB96SK/ref=cm_sw_r_other_apa_i_fXwqEb394KEB0 - Watch my 3 Part webinar “Learn to Plan Your Estate… Before It’s TOO LATE!”: https://elder-law-care-educate.bambiz.net/ - Subscribe to my Newsletter: http://eepurl.com/dHk6Jv- Read my Blog: https://elderlawcare.com/blog/

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Long-Term Care Planning

All in the Family: Transferring Wealth Through an Estate Plan Privately and Securely [Video]

The best type of asset protection prevents a lawsuit from ever going to court. The same is true of estate planning.The best estate plan avoids probate court and allows for the transfer of wealth to be conducted within your family. Learn the best methods to maintain your family’s privacy after your death and how to make sure that wealth is securely transferred.Avoid the heartache and turmoil of a poorly planned estate.What will be covered:The need to create an estate plan for the transfer of wealthDifferent estate planning methodsUsing a Trust as part of your estate planAn estate plan is more than just a trustWhy it matters now

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Long-Term Care Planning

On July 20, Nationwide presented the Jerome Township Division of Fire in Plain City, Ohio, a grain rescue tube and provided the team specialized training to help prevent deaths in grain bin accidents. The training, led by NECAS, included the use of a grain bin-like entrapment simulator capable of holding 100 bushels and burying a “rescue victim” waist-deep. First responders learned how to properly use the 6-panel, versatile grain rescue tube to create a barrier around the victim and safely dig them out. Learn more about Nationwide’s Grain Bin Safety advocacy campaign at http://www.thinkgrainbinsafety.com/?utm_source=YouTube&utm_medium=YouTube&utm_campaign=NWNewsroom

Categories
Long-Term Care Planning

https://www.bbelderlaw.com/Berg Bryant Elder Law Group, PLLC4540 Southside Blvd.Suite 302Jacksonville, FL 32216United States (904) 257-8453You will want to consider basic eldercare planning along with your estate planning documents. This includes being very conscientious about the people you select as your fiduciaries under a durable power of attorney and healthcare surrogate designation. These are your primary decision-makers if you lose the ability to manage your finances and make medical decisions. For someone who is under 65 and still working, elder law planning can be touched on lightly. Between age 50 and 65, there should be a consideration and discussion about long-term care insurance because that is typically when the premiums are more sensible. You need the basics covered and discussed because anyone can be in an accident resulting in the need for fulltime care. More advanced planning is typically covered after age 65.For More Information About Elder Law, Please Visit:https://en.wikipedia.org/wiki/Elder_rightsFor More Videos, Please Subscribe Our Channel:https://www.youtube.com/channel/UChFWIrnuqREW5jgdcH9Hy9QRelated Videos:https://youtu.be/1RRGJBGmg_Qhttps://youtu.be/qnSkq4A3qashttps://youtu.be/87QgW_CzPYshttps://youtu.be/qncOHrJhq38https://youtu.be/nvTD8nZTxO0https://youtu.be/1oZsRjoN1gohttps://youtu.be/ACp9PbJjkAs