Protect your assets and secure your care with personalized planning solutions.
We help individuals and families prepare for the challenges of aging. From navigating Medicaid eligibility to safeguarding your savings, we provide the legal tools and guidance you need to ensure your future care and financial stability.
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Posted on Sundey LeightyTrustindex verifies that the original source of the review is Google. I attended this workshop in Kalispell and found it very worthwhile. The information was practical, well explained, and backed up with clear examples that made sense to me. I’m still years away from retirement, let alone Long Term Care, but the strategies discussed gave me a better understanding of what I should be thinking about now. It’s a solid resource that I’m glad I came across.Posted on Wren Walker Robbins, Ph.D.Trustindex verifies that the original source of the review is Google. Super informative and I enjoyed the presentation!Posted on Norma BoyerTrustindex verifies that the original source of the review is Google. Very informativePosted on Steve E.Trustindex verifies that the original source of the review is Google. Very well run and McKenzie is organized and professional.Posted on Barbara GoodTrustindex verifies that the original source of the review is Google. Extremely educational! A must attend event.Posted on Lori PikeTrustindex verifies that the original source of the review is Google. This elder law informational training is VERY very helpful for providing home and asset protection for self and heirs. We learned so much good information and we are approaching 60 and now is the perfect time for PROACTIVE planning. Really recommend this seminar!Posted on valerie FowlerTrustindex verifies that the original source of the review is Google. Very valuable information. Presenter was very knowledgeable and made it easy to understand.