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THE LATEST LONG-TERM CARE ASSET PROTECTION STRATEGIES #PROTECT
Daniel Williams, CLU, CHFC, CFP
The high cost of long-term care can wipe out a family's life savings in a short period of time. Unfortunately, many families are faced with this situation, finding themselves at the mercy of an under-funded government Medicaid system with limited choices. Recent legislative changes have created many questions surrounding planning techniques: How can I protect my home? What is the penalty for giving assets away? Are my assets protected if I put them in a trust? When is long-term care insurance worthwhile to consider? What if my loved one is already in a nursing home, can they protect their assets? These questions and many more will be answered in this very important class. Dan Williams, CLU, ChFC, CFP, is a Certified Financial Planner and a Chartered Financial Consultant. He is co-founder and senior partner of the Dover Group and is a frequent speaker on retirement, estate planning and asset protection strategies. He was recently named as one of Boston's top planners in the February 2011 issue of Boston Magazine.
Monday, February 6
7:00-9:00 p.m.
one session
JH Room 404
$24/individual/$38/couple