A vital part of every retirement or resettlement discussion involves deciding where we want to call home! Are taxes, cost of living, medical resources, weather, location of family assets, debt or income a concern? When should we start this discussion? Which are the worst states for estate taxes? How do we establish domicile? All these issues and more will be discussed in an open and friendly manner with questions encouraged.

How do you protect the cabin, homestead, hunting land, farm or second home to ensure its enjoyment into the future when various sources and forces threaten its very existence? We’ll cover the potential impacts of nursing home and Medicaid (MA), estate taxes, divorces, creditor and bankruptcy issues, taxes and operating expenses as we provide real-life solutions and explore four paths to resolution that will solve our problems without driving the family apart or sacrificing the family legacy asset.

Take an in-depth look into many issues and problems that may be faced from our parents estate plan, or lack thereof, such as: creating a difficult probate, loss of assets to the nursing home, fighting amongst the children, senior care issues, guardianship, privacy, the continued life of the surviving parent, estate tax protection, fairness and equality, legacy assets and the flow of critical information between the generations. We will discuss actual examples of challenges and how they can be avoided with some simple planning.