Archive

Veterans Pension Planning Immersion Camp – March 1-2, 2018 in Austin, TX

Please see the attached video for the Veterans Pension Planning Immersion Camp. After presenting earlier this year, I’m honored to be asked to come back and speak again in 2018! Veterans Pension Planning Immersion Camp

Long Term Care Planning

A common question you might hear friends or family ask is, “How am I going to be able to pay for health care as I age?” They explain that someone they know “lost everything” because they had to go to the nursing home. I’ve heard many clients explain that they thought “nothing could be done” […]