Clients often tell us they want their plans to accomplish multiple aspects, such as protecting assets, securing income, reducing taxes and leaving a legacy for children, including those with special needs. They want to keep control and have full access to their wealth while also preparing to finance the looming costs of long-term care. With careful planning, all these things are possible. In this course, we’ll cover:

1.  What asset protection strategies work best, and how to identify risks and build a plan that protects wealth for multiple generations. 

2.  How your clients’ major assets fit into the plan, including IRAs, homes and real estate, investment accounts, life insurance, and businesses. 

3. How to use innovative and flexible trust planning to meet the costs of long-term care, even in a health crisis

4. Why employing a combination of insurance and legal planning can provide ultimate flexibility for clients in advance of chronic illness