 Senior
Planning Resources, LLC specializes in providing comprehensive
estate planning services through licensed professionals to seniors.
Senior Planning Resources, LLC has established
a relationship with a support network system of professionals
operating in every major area of expertise.
Professional resources consist of ; Elder Law Attorney, Elder
Planning Specialists, Certified Senior Advisors, Finance and Tax
Specialist, CPAs, EAs, Case Managers, and Medicaid Specialist.
Avoid some of these common problems; probate,
guardianship, Medicaid spend down, high nursing home costs with
stay at home spouse, high unnecessary legal expenses, incorrect
beneficiary selections, high risk stock portfolios in turbulent
markets, lack of diversification, no power of attorney or health
care power of attorney in a crisis situation, no liquidity or
short term funds, depleting principal when needing more income.
We also help the boomer generation deal with health care issues
and concerns regarding their parents. Don’t let the nursing
home take your church or charity out of your will!
VA Aid and Attendance and Medicaid application
service, start to completion, Qualified income trusts, personal
service contracts in compliance with FL law.
Trust services for retirement plans, 401(k)
, Dynasty, Special needs, Living, Qualified personal residence,
Rabbi and Secular Trusts, Asset protection, trusts for lawsuit,
divorce and creditor protection.
Charitable Planning administration and
gift annuities for CRATs, CGAs, CRTs, Donor Advised Funds Leave
more of your assets for your family and church and not the government!
Income planning, IRAs, RMDs, ROTHs, 403b,
SPIAs, annuities. Beneficiary reviews.
Health care leverage for expense, $1 in
annuity will pay $3 for nursing home.
 Medicare
Supplements and advantage plans prescription drugs RX plans
Hospitals Doctors, Drugs covered.(A,B, C and D)
Tax preparation and review, CPA firm to
provide a 2nd opinion, not taking all of your medical tax deductions.
Two of our audits netted over $8,000 in federal refunds!
Capital gains avoidance, estate tax elimination.
Life Insurance, funeral trusts (Medicaid
compliant), final expenses
Public workshops available for senior groups. |
