WELCOME Funeral Trust Presentation SUBJECT: Asset Protection Planning.

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Presentation transcript:

WELCOME Funeral Trust Presentation SUBJECT: Asset Protection Planning

IF YOU SPEND-DOWN YOUR LIFE SAVINGS TO $ TO BECOME ELIGIBLE FOR MEDICAID…THERE ARE NO FUNDS REMAINING TO PAY FOR FUNERAL EXPENSES…PRE-PLANNING IS A MUST TODAY!

SINCE 93% OF ALL SENIOR CITIZENS OVER THE AGE OF 65 DO NOT HAVE NURSING HOME INSURANCE…PROTECTING ASSETS IS VERY IMPORTANT…SHELTER DOLLARS FROM THE NURSING HOME USING THE PRE-FUNDED FUNERAL TRUST

Pre-Funded Funeral Trusts for Family Members can be a great way to spend-down assets To become eligible for Medicaid. *MOST STATES ALLOW PARENTS TO FUND FUNERAL TRUSTS FOR THEIR CHILDREN AND NOT COUNT AS A DIVESTMENT. FUNDS USED TO FUND BURIAL SPACES MAY BE EXEMPT.* CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC RULES PERTAINING TO YOUR STATE. *Medicaid Eligibility Can vary from state to state. Some states may allow parents to fund “Burial Spaces” with the Funeral Trust for their children.

It is recommended that you consult an Elder Law Attorney for Specific rules for your state. Medicaid Eligibility varys from state to state.

PLAN TODAY!

PLANNING IN ADVANCE

IRREVOCABLE FUNERAL TRUST YOU SHOULD ALWAYS CONSULT AN ELDER LAW ATTORNEY FOR ELIGIBILITY ISSUES FOR YOUR STATE OF RESIDENT. MEDICAID RULES VARY FROM STATE TO STATE. THE IRREVOCABLE FUNERAL TRUST IS A PACKAGED PROGRAM WHERE AN INSURANCE POLICY WITH SIMPLE INTEREST GROWTH IS ASSIGNED TO THE IRREVOCABLE FUNERAL EXPENSE TRUST TO PROVIDE YOU WITH THE MOST PROTECTION FOR YOUR MONEY This Program is specifically designed to set aside funds for your Funeral And relieve this burden from your family.

FUNERAL TRUST COMPARISON THE IRREVOCABLE FUNERAL TRUST PROVIDES THE MOST PROTECTION AND PEACE OF MIND IN PRE-PLANNING! IT IS RECOMMENDED THAT YOU CONSULT AN ELDER LAW ATTORNEY FOR SPECIFIC MEDICAID RULES IN YOUR STATE

PEACE OF MIND

THANK YOU FOR ATTENDING FREE CONSULTATION TO REVIEW ESTATE and FINANCIAL PLANNING ISSUES.FREE CONSULTATION TO REVIEW ESTATE and FINANCIAL PLANNING ISSUES. TAKE ADVANTAGE OF THIS OPPORTUNITY.TAKE ADVANTAGE OF THIS OPPORTUNITY.