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 contact us for information regarding how together we can protect much of your clients estate. We can be provide details on assets that 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. We would love to visit with you to answer any questions you may have. Feel free to contact us today.

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!

What Workshop Attendees Have to Say