NEW! The Concern: Our family has a cabin, homestead, hunting land, farm, or second home. How do we protect this family legacy and ensure its use and enjoyment for future generations? The Problem: Various forces can threaten its very existence, including nursing home and Medicaid (MA) costs, estate taxes, family divorces, creditor and bankruptcy issues, taxes and operating expenses, unequal resources among owners, in-law complications, and challenges around fair use and enjoyment. The Answer: In this session, we will explore real-life solutions and discuss four practical paths that can help families address these challenges without driving the family apart or sacrificing the legacy asset.

NEW! The biggest fear for many baby boomers is how to pay for the nursing home while still leaving an inheritance for the next generation. In this session we will explore questions such as: How can I meet my nursing home goals? Is long-term care insurance right for me? What about home healthcare? Should I consider gifting money? Would I qualify for Medicaid? Does my current trust protect my assets and help avoid the nursing home? What is the 60-month claw back period? And what happens if my spouse goes into the nursing home and exhausts our money? Get answers to these questions and more, and learn how to create an effective plan to manage these uncertainties.