Medicaid Mondays

Protect Your Home and Savings

This webinar focuses on strategies to protect your hard-earned assets from Medicaid’s spend-down requirements, which often force individuals to deplete their savings before qualifying for long-term care coverage. You’ll learn about legal tools like trusts, exemptions, and proper financial planning to preserve wealth while still accessing necessary healthcare benefits.

Seniors, aging adults, and their families who want to plan for long-term care without sacrificing their life savings, as well as caregivers assisting loved ones with Medicaid eligibility.

Will Wednesdays

Avoid Probate and Protect Your Family

This session covers the essentials of estate planning, including how to create a valid will, designate beneficiaries, and structure your estate to avoid costly and time-consuming probate. You’ll also explore alternatives like living trusts and powers of attorney to ensure your wishes are honored.

Anyone over 18, especially parents, homeowners, and those with assets—no matter how modest—who want to protect their family’s future and prevent legal disputes after they’re gone.

Business Focused Fridays

Protect and Prepare Your Business

Designed for business owners and professionals, this webinar dives into succession planning, tax-efficient strategies, and common financial mistakes that can derail your legacy. Learn how to transition your business smoothly, minimize tax burdens, and safeguard your financial stability.

Entrepreneurs, small business owners, investors, and anyone managing significant assets who wants to ensure continuity, reduce risks, and pass on wealth effectively.

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