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Long-Term Care Planning

Protect Your Kingdom [Video]

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Protect Your Kingdom

For decades we helped protect the animal kingdom through the conservation efforts of Wild Kingdom – and today, we continue to be here to help you protect your kingdom. At the Mutual of Omaha family of companies, our life insurance, Medicare solutions, financial advice and more help you protect what matters most to you.

www.mutualofomaha.com, 601517

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Long-Term Care Planning

A Committed Partner for Life [Video]

Rowena and Mark Graham’s partnership with agent Mary Lyons and OneAmerica helped them prepare for the future. After Mark was diagnosed with ALS and died early, that relationship ensured their plan lives on.

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Long-Term Care Planning

Estate Planning Essentials: How To Avoid the #1 Estate Planning Mistake [Video]

You have 2 choices:1. Plan2. Don't PlanThe choice is yours.Without a plan, your estate and affairs will be managed by a Judge using State law. A Judge and the State decide who gets what, when, how, and how much! It's a long, stressful, frustrating experience...With a plan, you gain peace of mind because you've avoided the cost and stress of probate.✔️ Don't Lose a Lot of Money and Time Probate and Guardianship✔️ Protect Your Family and Their Inheritance✔️ Stay in Control Instead of a Judge Controlling You✔️ Decide Who Gets What, When, How, and How Much Instead of State Law✔️ Ease Worry, Anxiety, and Frustration Before They Starthttps://www.DeWitt.law/getstarted(479)717-6300

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Long-Term Care Planning

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

As your trusted Real Estate professionals, we like to keep you up to date on the Real Estate market as well as offering information that can benefit you. With sincere appreciation for your business, loyalty and referrals, we have arranged for our top local business owners to present some valuable information to you.How to Keep the Family Love Flowin’ After Your DeathBrooks Travis, attorney at law practice emphasizes Estate Planning (Wills and Trusts), Charitable Giving, Special Needs Planning, Asset Protection, Probate Law, Trust Administration and Business Formation and Buy-Sell Strategies.Brooks is a member of the Wealth Counsel and Elder Counsel. Memberships to these organizations are very exclusive and provide educational resources for members which are unavailable anywhere else in the legal profession. The Wealth Counsel only selects attorneys who are of the highest morale character. Topics for discussion include: Biden Administration proposed taxes effecting gifting your property to your children after death (Death Taxes and proposed Capital Gains Tax changes)Prop 19 and how it really works (how property taxes were adversely affected by this 2020 Proposition)How to protect the asset your children inherit from you after your death from divorce, lawsuits and death taxesHow to make sure that the decisions you make in doing (or not doing) your estate plan do not negatively affect the relationships that your children have with each other or with your surviving spouse upon your passing Brooks Travis, MBA, JD Attorney at Law949.454.8706HBTravis.Law@cox.net www.HBTravisLaw.comUsing the Tax Code to Your AdvantageBruce Jones, with 51 years of experience in the financial services industry, is Founder and CEO of TaxWealth Inc, a tax analysis and solutions research company which identifies comprehensive tax planning solutions for owners of Real Estate, privately-owned businesses and other appreciated assets. He will share newly enacted laws that can assist you to leverage the tax code to proactively minimize your tax burden. Topics for discussion will include:Proposed Tax Law changes and the invisible tax that affects every taxpayerFinding more dollars to invest from a most surprising source-your own investment properties (without refinancing)How to defer and even eliminate capital gains taxes when selling Real Estate and other capital assetsPaying the Capital Gains Taxes on “post-sale” transactions with NO out-of-pocket monies by the seller Bruce Jones, President/CEO949.293.1250www.TaxWealth.com Bruce@TaxWealth.com A BIG thank you to Brooks Travis and Bruce Jones for an excellent presentation!!! If you were not able to join us, please watch this recording at your convenience. Please feel free to contact Brooks or Bruce to answer any questions you may have regarding Estate Planning, Proposition 19, Tax strategies, Biden's proposed tax changes, etc…Ed & Julie WrightHelp-U-Sell Wright/Platinum Edge Properties949.770.9888Info@HelpUSellWright.comwww.HelpUSellWright.comwww.PlatinumEdgeRealEstate.com DRE#00767891/01258209