Forty (40) years of legal practice, much of it in Estate & Elder Care Planning (now retired) plus 30 years in the investment and securities industry as both Legal Counsel & National Marketing Director for Oil & Gas and Real Estate investment firms.
In addition, for 15 years I helped families qualify for Medicaid and VA Long Term Care Benefits and protecting their life savings. I have retired from working with Medicaid & VA benefits planning.*
My mission is to help Pre-Retirees and Retirees to make sure they do not outlive their Nest Egg, and especially to avoid the stress and financial devastation of not having planned to pay for Long Term Care.
On a personal note, I am married to a very patient woman, with one child and three of the brightest, best looking & lovable grandchildren you'll ever meet.
I am a board member of Charity Cars, Inc., a national non-profit car donation charity, Board Member and Secretary of Community Education and Resource Affiliation (CERA, a non profit corporation of Elder Care Professionals).
I am an avid reader, writer, photographer, tennis player and bicyclist. And against my better judgment, I have taken up golf again.
* PLEASE NOTE: If a loved one needs special care, at home, in an Assisted Living Community or Nursing Home, DO NOT GO IT ALONE, whether you plan to pay for that care or if you need government assistance. Professional help will save you money and reduce your stress and frustration in the long run. I can direct you to the appropriate services.
→ Nest Egg Preservation - With "Safe Money Only"
→ Family Wealth Transfer - Probate Avoidance
→ Asset Based Long Term Care Planning
→ The Crisis in Long Term
Care Crisis Planning