Most in or near retirement have worked hard for years to save for those days in which there will no longer come a steady pay check. Investing for and forecasting cash flow in retirement is essential. Why then do so many retirees suffer unnecessary asset erosion when retired? Usually, high unreimbursed medical care costs is responsible. In some cases, retirees literally go broke in advanced old age.
There is a solution. Many are able to pay for care without paying for expensive long-term care insurance. It is also unnecessary to hire expensive lawyers to protect your assets. Using the same proactive planning method as recommended by top asset protection attorneys, you can leverage safe harbors in federal law to protect your retirement nest egg for your benefit at that of your family.
The Course
This course, referred to as the “Nest Egg Course”, covers these topics: The Philosophy of Estate Planning and Estate Planning; How to Cover the Cost of Care. These topics are organized into the following lessons:
- Introduction to the Course and Resources
- The Nest Egg Strategy: Protecting Assets in Five Easy Steps
- Summary and Overview of the Problem We Will Solve
- The Five Trusts
- The One Legal Document That Brings It All Together
The course also includes three bonus lessons: Origins of Asset Protection; Why Continuity is Important; and Sneak Peak at the Asset Protection Roadmap.
The Necessary Legal Document
The Nest Egg Course is more than just lessons. It also includes the necessary legal document, i.e., a limited power of attorney. This document includes a contingent asset protection plan, in writing, and creates the decision making structure necessary to implement the plan based on your chosen contingencies. These contingencies are trigger events that begin the process of transferring retirement assets to an asset protection trust.
Support
The Nest Egg Course gives you access to Office Hours, which refers to weekly and LIVE Q and A sessions with the instructor. The course and drafting app were created by the instructor, an experienced asset protection attorney.
Get Access Now
You can start the Nest Egg Course immediately. It is included as a membership benefit for all Family Leaders. You can test drive Family Leaders for free for the first thirty days and have full access to the course and Office Hours. After the thirty day trial period, monthly dues is just $44.00 per month. You can cancel anytime.
