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Navigating Probate, Trusts and More with Special Guest Attorney, Courtney Lovejoy
Manage episode 470803018 series 3450300
Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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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