Join us for our upcoming in-office seminars this month! Please call 512.476.0888 to register or for more information.
Attendance is free!
Tuesday, May 15th in Austin, TX
Estate Planning Basics 2-3 pm
Medicaid Planning 3-3:30 pm
Wednesday, May 16th in Georgetown, TX
Estate Planning Basics 2-3 pm
Medicaid Planning 3-3:30 pm
In Estate Planning Basics you will learn about:
- Living Trusts, a powerful estate planning tool
- Wills, uses and misconceptions
- Estate planning for IRAs and life insurance proceeds
- Protecting your assets
- Reducing death taxes, attorney’s fees, and other costs
- Avoiding guardianship
- Living wills and powers of attorney
- Avoiding probate court
- Avoiding Estate Planning Pitfalls
In Medicaid Planning you will learn about:
- What you may own and still be eligible for Medicaid
- The truth about the new look-back rule...when the look-back starts and why you may still be eligible for Medicaid even if you have transferred assets in the last five years
- How you may still be eligible for Medicaid for nursing home care even if you earn more than $1,911 per month
- How you can provide for your spouse before you spend it all on nursing home expenses
- How assets may still be preserved if you are currently in a nursing home
- How an Irrevocable Trust may
preserve and protect assets
Attendees
of both workshops will receive the opportunity to schedule a complimentary private consultation
with Ronald Greening regarding Texas planning.
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