Free Reports

ABC's of Long-term Care and Legal Planning
  • Have “The Talk”
  • Take The Health Care Quiz
  • 6 Legal And Financial Steps To Help Your Loved One Take Before Or During A Health Care Crisis
  • Legal Planning Documents Checklist
  • And Much More…
Download Free Guide
The Sandwich Generation Guide
  • Learn caregiving strategies
  • How to care for your parents, and plan for yourself
  • Get your ducks in a row
  • And Much More…
Download Free Guide
Protect Your IRA
  • Learn the common mistakes made when planning with retirement accounts
  • How to protect your IRA for your loved ones
  • Why you may want to pay the income tax on your IRA sooner rather than later.
  • And Much More…
Download Free Guide
Help for Veterans
  • Learn how to bring in an additional $2,120 per month to pay for long-term care
  • Learn strategies to apply for the VA Benefit even when the VA tells you no
  • Secure the VA Benefit for the surviving spouse of a veteran
Download Free Guide
What You Need to Know About Medicaid Planning
  • How to Apply for Medicaid Benefits in Michigan
  • What you Need to Know to Protect Your Home from Estate Recovery
  • Avoid the Common Medicaid Mistakes that Could Cost Your Family Thousands of Dollars
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How to Handle a Loved One's Estate
  • Learn the seven steps to administer a loved ones estate
  • How to organize and gather a loved one's assets
  • What's needed to probate an estate in Michigan
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Learn Tax Free Ways to Pay for Long-term Care Without Breaking the Bank

In this book, co-authored with Don Quante, a national expert on asset based funding of long-term care, you will learn:

  • How to leverage your IRA to pay for long-term care in the most efficient way possible
  • How to add on long-term care benefits, even if you are diagnosed with Alzheimer's or Parkinson's
  • How to insulate yourself from the devastating cost of long-term care with strategies your financial planner doesn't even know about.
Download to Learn Tax-Free Strategies to Pay for Long-term Care