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"Uncle Sam Wants YOU"
From
1983 to 1993 the number of people age 85 plus in the
United States grew by 33.8% (source AARP,
State and Data ranking, 1994)
Living Longer
Good news it that we are living longer as a
society...
Bad news is that if you have not planned properly then those years
can be tough ones.
What this means to you-
There are many things that a Senior Citizen faces that others do
NOT-
Long Term Care-
Social Security Taxation-
Required Minimum Distribution-
Reverse Mortgages-
Medication Expenses-
Running Out of Money-
Elder Abuse-
Medi-cal / Medi-caid
IRA Taxation
Probate
Living Wills (poor Mrs Terry Schivo-God
rest her soul)
Durable Power of Attorney for Asset
Management (DPOA)
Durable Power of Attorney for Health Care (DPOA)
Advanced Health Care Directive
Living Trusts
Irrevocable Trusts
Financial/Estate Planner-
This is what I Do for a Living.
What does this mean?
I help people plan their estates so that it is
beneficial to them.
I live in California (1 in 8 Americans live in California)
Some people find this hard to believe but our governments need
money.
Those who don't plan properly are paying WAY more than their "Fair"
share.
My Credentials
Estate Planning
Probate Avoidance
Tax Planning
Real-Estate #01505735
Investments#2447141(crd non active)
Insurance#0D94317
Notary#1561305
Reverse Mortgage#01505735
Explore my site and learn my perspective-
I am Honored- |