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Navigating Probate, Trusts and More with Special Guest Attorney, Courtney Lovejoy
Manage episode 470803018 series 3450300
A tartalmat a Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this episode of The Retirement Evolved Podcast, Adam and Lauren welcome attorney Courtney Lovejoy to discuss key estate planning topics, including probate, trust administration, Medicaid planning, and VA benefits. Courtney explains the importance of proactive estate and Medicaid planning to protect assets, avoid costly mistakes like Medicaid’s five-year look-back period, and maximize benefits for long-term care. The episode also highlights valuable strategies such as irrevocable trusts, Medicaid-compliant annuities, and VA Aid and Attendance benefits, emphasizing the need for early planning to secure financial stability for retirees and their families.
Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!
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