Long-Term Care Planning

My goal with this website isn’t to go into great detail on each module of the 10-module financial literacy course.

For a detailed outline of what is covered in the course, click here to download the FULL Table of Contents.

Four Key Components to EVERY Financial plan

-Asset Protection
-Tax Reduction
-Stock Market Risk Mitigation
-Long-Term Care (LTC) Planning

One of, if not, the biggest expenses in retirement for seniors is LTC expenses.

LTC insurance is very expensive and getting more expensive every year.

In this course, you will learn about creative and not well known tools you can use to pay for LTC expenses in retirement (some tools offer the LTC benefit at NO additional cost).

I also cover Medicare which is a tool that MUST be used by everyone who turns 65.

For those who have less than $1 million in countable assets and who are candidates for nursing home care, I cover Medicaid planning (a way to shield assets from Medicaid spenddown before entering a nursing home).

If you are not 65 or older, this information can still be very valuable because you may be able to use it to help a loved one (parent, grandparent, aunt, uncle, etc).

Roccy DeFrancesco, JD, CAPP, CMP
Founder, The Wealth Preservation Institute
Co-Founder, The Asset Protection Society
269-216-9978
roccy@financialliteracycourse.net