Planning Ahead: Medicaid, Asset Protection and Real Estate Strategies

Join us in person for a laid-back session where we'll dive into smart ways to protect your assets, navigate Medicaid, and explore savvy real estate strategies. The right move doesn’t begin with a listing. It begins with a plan. ​Understand how to protect your assets, preserve your legacy, and plan with intention.

Topics include:

• Navigating the maze of long term care.
• Community vs. Institutinal Medicaid.
• Impacts to eligibility.
• Countable vs. non-countable assets.
• Common issues sellers face:
• uncertainty about their next move
• significant equity & limited liquidity
• deferred maintenance expenses
• Introducing new programs such as Make Me Sell, Compass Concierge and Buyer Demand to provide solutions to these issues.
• Q&A with a Trust & Estates Atorney.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Melissa Colabella