Planning Your Future and Beyond: Protecting Your Wealth

16201 90th Street Northeast,Otsego MN 55330

18 April, 2023

Description

Protecting Your Wealth.You are invited to a Free Informational Seminar to get clarity to some of the difficult questions we face as we age. Having a plan about where to live as we age is difficult. Where do you start? How do I protect my future? Liquidating assets to pay for care may trigger income taxes and result in the loss of future earnings What does Medicare cover? Learn the difference between Medicare, Medicaid and Long Term Care Insurance. Do I need Long Term Care Insurance? The need for long-term care has the potential to derail your plans and impact your connection to the things that matter most: Your family, Your home, Your nest egg. The Silver Circle Program was designed by Circle Partners, KW Real Estate Planners, to create a proactive plan when hiccups occur in your life. Circle Partners partners with skilled professionals in the areas of health, housing, finance and estate planning to provide easy to understand tools to create your individualized plan. A Real Estate Planner is a licensed real estate agent who is certified and has the knowledge, training and experience to compassionately guide a real estate owner in ways to create generational wealth, minimize taxes and facilitate goals of the family.