Tag: Safeguard Financial Assets
Senior Real Estate Planning: How to Protect Family Wealth and Avoid Costly Mistakes
What happens when aging parents face major housing decisions without a plan? In this episode of Answers for Elders, host Suzanne Newman welcomes certified Senior Real Estate Planner Cory Boldhoff, founder of The Complete Real Estate Group and Complete Senior Solutions. Cory shares his personal family experiences that inspired his mission to help seniors and their families build, protect, and transfer generational wealth through real estate while avoiding the costly mistakes that can create family conflict and financial hardship.
What is a Spend Down? with Kelley Smith
Kelley Smith at CarePartners Living discusses Medicaid qualifications. Let's say that you have $100,000 in the bank. One qualification for Medicaid is having less than $2,000 in the bank, so you would need to spend the rest of that money in ways the state allows, with expenses analyzed for the most recent five years.
Aid and Attendance Benefits
Britt Burkhart, president of Safeguard Financial Assets, educates how to effectively manage assets and reduce taxes. He helps with Aid and Attendance Benefits, a...
