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EP 79: How To Protect Your Wealth in Retirement with Barry Siegel
In this episode we're joined by Barry Siegel. We're covering the essentials of elder care and estate planning, focusing on strategies for asset protection, Medicaid qualification, and the importance of having proper legal documentation in place.
Key topics include navigating Medicaid’s income and asset limits, leveraging trusts, and the critical role of proactive planning for long-term care and estate management. We're also covering tailored solutions, state-specific considerations, and the value of consulting experienced professionals to safeguard assets and ensure peace of mind.
Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman
✅“When you need some advice, always get it right, Come Ask the Planman!”✅
Contact Bruce! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
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In this episode we're joined by Barry Siegel. We're covering the essentials of elder care and estate planning, focusing on strategies for asset protection, Medicaid qualification, and the importance of having proper legal documentation in place.
Key topics include navigating Medicaid’s income and asset limits, leveraging trusts, and the critical role of proactive planning for long-term care and estate management. We're also covering tailored solutions, state-specific considerations, and the value of consulting experienced professionals to safeguard assets and ensure peace of mind.
Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman
✅“When you need some advice, always get it right, Come Ask the Planman!”✅
Contact Bruce! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213