Professional Partners

THANK YOU FOR BEING A PROFESSIONAL PARTNER WITH US! WE APPRECIATE YOUR TRUST AS WE COLLABORATE TO PROVIDE THE ABSOLUTE BEST SERVICES FOR YOUR CLIENTS

 Do you want to help your clients protect their assets and know exactly when they can qualify for Medicaid?

Please complete the Medicaid Asset Form linked below and within 24 hours we will send you a complimentary, detailed opinion letter indicating how much of their estate can be protected immediately and how much can be protected in the future through strategic planning we can both provide.

Having this information prepared for your clients will be viewed by them as a significant value add, further setting you apart as a Professional who has their best interests and long-term goals as the highest of your priorities!

Want to try it out on an example client? Simply complete the form with John and/or Jane Doe as your client(s) and submit it directly and securely to us. Again, within 24 hours we will provide you with a comprehensive overview and recommended plan that demonstrates tremendous protection opportunities.

Speaker Connection

Are you looking for a knowlegeable and fun speaker for your business or networking group?

Speaker Connection

Attorney Mike teaches on a variety of topics and time frames.

 Some of his topics include:

  • The Reality of life without a Living Will

  • What happens if a person dies Intestate? (Without a will)

  • Real Estate Planning and things to look out for

  • Life Insurance and Long Term Care Insurance and how they fit into Estate Planning

  • The Estate Planning Basics: What is the difference between a will and a trust?

  • Planning ahead for the Special Needs person in your life

  • Planning ahead for Medicaid: When to do it, and is it too late? 

Contact us today to see if Mike is available to speak at one of your events!

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