Road to Retirement

Use These Tips to Avoid Probate and Nursing Home Costs


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This episode provides crucial, actionable strategies to legally protect your wealth from the two most significant threats to a legacy: probate and long-term care costs. We break down how to properly title assets, utilize Payable-On-Death (POD) and Transfer-On-Death (TOD) designations, and leverage various types of trusts to ensure your property bypasses the costly and time-consuming probate process. Crucially, we also examine the steps necessary to safeguard your savings from the skyrocketing costs of nursing home care, including understanding the Medicaid look-back period and the use of specialized asset protection trusts.
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Road to RetirementBy Christopher Anselmo and Anthony Marlette

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