Contact: Ron Baker
Alternative Plans for Wealth Preservation, Legacy Planning
We reach a point in our lives realizing protecting our own assets & wealth, or that of our parents, has become so important for our future; as we smartly plan our own asset protection or transfer to the younger generation, or charity, when we are so blessed.
Avoid mistakes you may not be able to undue:, such as avoiding probate, protecting assets from lawsuit and attachment, failure to increase the transferable estate value to family, or charitable giving, suffer loss of family assets & inheritance due to improper Medicaid planning. Losing options to slow asset depletion, by not properly using available Veteran Benefits, or not understanding the conversion of EXISTING Life Insurance Policies into monthly payments