Forty (40) years of legal practice, much in Estate & Elder Care Planning (now retired); 30 years in the investment/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 while protecting. as much as legally allowed, their life savings. I have retired from working with Medicaid & VA benefits planning.*
While helping seniors preserve their Nest Eggs in the face of a Long Term Care crisis, my ultimate goal was their retirement planning as their "Retirement Rescuer". By the very nature of my former mission, it was too late for Retirement and Long Term Care Planning. It was purely "Crisis Planning".
Now, my mission is to help Pre-Retirees and Retirees 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, Ambassador and former Vice President 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.
→ Nest Egg Preservation - With "Safe Money Only"
→ Family Wealth Transfer - Probate Avoidance
→ Asset Based Long Term Care Planning
→ Create Your Pension with Lifetime Income