What are my options?
Learn some solutions for two long-term care planning goals: 1) aging-in-place or 2) protecting assets from future long-term care costs so they pass down as you intend.
ADDT’L COURSE DESCRIPTION: Ben will help participants understand how reverse mortgage regulations have changed to make this a viable long-term care planning option for those who wish to age in place. David will explain how Irrevocable Grantor Trusts can protect some assets from future long-term care costs when government-assistance is needed and why Revocable Living Trusts won’t work in this circumstance.
AGE: 55+
ATTENDANCE: in-person at the Shoreview Community Center, 4580 Victoria St N, Shoreview MN 55126
COST: FREE
TO REGISTER: Call(651) 641-0001 or register via form submission below:
MEET OUR PRESENTERS:
Guest speaker, Ben Bina, a reverse mortgage loan consultant with Jay Dacey Mortgage Team, Inc., is a trusted, local resource for explaining the regulatory changes that weren’t in existence with these types of loans in the past. In this seminar, he will describe the changes that now make reverse mortgages a viable long-term planning strategy and which factors should be considered to determine if this is the right type of loan for you to use in order to age-in-place.
Ben Bina, a Reverse Mortgage Loan Consultant, educates the Twin Cities metro area on when reverse mortgages make sense to pay for long-term care. He can be reached at:
Reverse Mortgage Loan Consultant; NMLS #2729340,
Jay Dacey Mortgage Team Inc;
NMLS # 1812066
Email: Ben@jaydacey.com
Phone-Office: (651) 315-7681
Or find him on his social media:
David P. Salter offers seminars throughout the year on estate planning, long-term care pre-planning, and estate administration to the local community and businesses. He is the owner and estate planning attorney of Salter Law LLC. For 30 years, he has practiced in estate planning, estate administration, and now offers long-term care pre-planning. David’s knowledge of estate planning strategies is what differentiates him from other attorneys – he is well versed in what does and doesn’t work. His comprehensive, reliable, and personable approach ensures you will enjoy planning for your loved ones and your estate plan will work, as you intended.
Email: David@SalterLawLLC.com
Phone-Office: (651) 641-0001