by Karen Kaslow, RN, BSN | Aug 8, 2018
Attorney Dave Nesbit will continue his discussion from August 30th about Medicaid planning: Learn how to get Medicaid ASAP The “spend-down process” and how to accelerate it. How Medicaid-qualified annuities can save assets of both married and single individuals....
by Karen Kaslow, RN, BSN | Aug 8, 2018
Join attorney Jessica Greene for a discussion about trusts: What is a trust? Are there different types of trusts? How do trusts operate? What is the difference between a revocable and irrevocable trust? Who can a trust help? When is the right time to establish a...
by Keystone Elder Law | Jul 2, 2018
Attorney Jessica Greene will be joined by fellow professionals David Wagner of Capital View Wealth Management and Kellie Fogarty of Regional Financial Security Agency. This seminar is the second part of a two-part series. This seminar will go into additional depth...
by Karen Kaslow, RN, BSN | Jan 30, 2018
Join Attorney Dave Nesbit for an informative seminar about preserving assets through intergenerational living. Topics for discussion include: When and how to consider a life estate deed. Opportunities and pitfalls of intra-family property occupancy and conveyance...
