Funeral Expense Trusts
Helping seniors safeguard their final expense funds in a creditor-protected trust—pays funeral homes directly. No attorney required.
Long-Term Care Insurance
We develop personalized long-term care plans that create the funds necessary for age-related risks, giving seniors the flexibility to choose how, when, and where they receive care.
Annuities
We specialize in short-term annuities designed for supplementing your income, protecting from market loss, and accelerating your Medicaid eligibility.
Medicaid Spend-Down
Creative financial solutions to accelerate Medicaid eligibility to take available assets off the table using asset exemption strategies, including IRAs.
Estate Trusts
Provide liquidity solutions for your heirs while protecting up to $100,000 from creditors, nursing homes, and other financial threats—no attorney required.
Estate Planning
Assisting seniors in planning for asset protection and generational wealth transfer by integrating their life’s work into creative, personalized trusts designed by our network of legal partners. Plans designed around the five-year look-back.