How can you ensure your surviving spouse and family have sufficient assets left to survive in their elder years?
As people come to our live workshops each month, they comment, “Van, I didn’t realize I had any other choice but to spend down to my last $2,000.00 to pay for long term care, leaving my family broke!”
You do have choices.
We see intelligent clients stress and be mindful of their budget, but MISS the real, giant expense looming in their elder years: medical care, assisted living and nursing home costs.
Not creating an estate plan that accounts for your long-term care expenses can cost you tens of thousands of dollars each year.
We can partner with your financial advisor and accountant to create a sustainable plan to see you through both phases of estate planning: (1) a secure retirement and (2) avoiding going broke in a nursing home.
It begins by calling or signing up on this website to reserve your slot at our next live estate planning workshop. Attendees are then eligible for a complimentary, private meeting with attorney Van Smith and his team at Smith Strong, PLC.