8 KEYS WORKSHOP OUTLINE
1. Keeping Control/Access to Your Assets
2. Knowing Your Predators
a. Nursing Home/Care Costs
b. Family Members
c. Lawsuits
3. Understanding Medicaid
a. Look Back Period & Penalty Period
4. Understanding Wills & Probate
a. Disadvantages of Probate
5. Understanding Trusts
a. Revocable
b. Irrevocable
6. “Plan When You Can”
7. Working With Qualified Professionals
8. Understanding the Real Costs
