Consumer guides on estate planning and asset protection — written for families, not lawyers.
Drawing on four decades of experience in insurance and financial services, this guide walks families through the essential estate planning decisions that protect their legacy. From understanding trusts and wills to navigating powers of attorney and beneficiary designations, the Playbook covers the topics that matter most — in language anyone can understand.
Written for seniors, adult children helping aging parents, and anyone who wants to make sure their family is protected.
Every year, thousands of families lose their homes and life savings to long-term care costs they never planned for. This 15-chapter guide explains — in plain English — what a Medicaid Asset Protection Trust is, how it works, when to start planning, and how it fits with the rest of your estate plan.
Covers Medicaid eligibility, the five-year lookback period, estate recovery (MERP), real-life planning scenarios, a scored self-assessment quiz, and a 90-day action plan to get started.