2018-11-13

Paul Stano is a class act.  He is fabulous to work with.   Years ago my mother and father had gone to one of his seminars, and Paul did some estate planning for my dad at the time.  Naturally when my mother needed some estate planning, Paul is who took care of things for her.    Paul also came through for us because she had taken out a long-term care insurance policy years ago, and when it came time for them to pay healthcare expenses, they refused!  Paul went right to work and got things done.  Quite frankly, I don’t know how anyone could go it alone in matters such as this and come out successfully.  That’s what Paul Stano does!  I won’t hesitate to use his services again in the future.  He has my admiration, and my highest recommendation!

Ralph Renner, Brunswick, OH
2018-06-12

Don’t know what I would have done without the help of Paul Stano and Jan. Every step they were there to advise me and help me get my husband where he needed to be. THANK You just doesn’t seem like enough.

Google Barbara McCann
2018-04-03

Paul Stano was quite helpful in getting Medicaid for my mother and preserving assets that otherwise would’ve gone to pay for her nursing home care.  There were a lot of unknowns about the Medicaid process.  It would’ve been very difficult to get this accomplished on our own.  Paul got the job done, and my family was very pleased at the end result.   He became a trusted advisor through the process.  Someone had mentioned Paul Stano’s name to us as the one to see.  My brothers and I went to one of his seminars, and liked what we heard.  Ironically, when I first met with Paul and gave him my mother’s name, she was already in the system.  I’d discovered that apparently my mother and father had met with Paul a while back to discuss things; however because of illness weren’t able to move forward at that time.  Now I was able to finish things; it gave me a great feeling!  I’d definitely recommend you attend Paul Stano’s seminar as a great first step to find out what he can do for you.

Julius Giriunas, Litchfield, OH
2017-03-08

I’m so glad I found out about Paul Stano.  He was very warm and kind to me, working to get Medicaid for my mother who was in a local nursing home.  Paul was there for my mother and me.  He was a very good listener, hearing what my mother’s situation was, and what was required to get things successfully accomplished.  Paul then went to work on our behalf, explaining to me what was needed to be done.  I’ve seen what happens when you don’t receive this kind of expert help and know of a situation where the home was lost to help pay for nursing home care.  Thank God I found Paul by going to one of his free seminars.  He made it possible for me to sleep well at night, knowing that my mother was well taken care of.”

Pat Graf, Olmsted, OH  
2017-02-20

Paul Stano did a great job during the seminar. I’d gone to discover more about how to pay for potential long-term care for my mother, and learned quite a bit. The handouts given out during the seminar were fantastic and were very informative. I do plan to follow up and schedule a visit to meet with Paul in-person

Christina Mihu, Columbia Station, OH
2017-02-20

The best thing about the Paul Stano seminar is that it makes you think about the situation you’re facing, and have questions. The seminar helps you to realize what you’re facing and that you need to take action. I went because of my mother. She and I have no idea how to navigate things in order to get Medicaid. I know some people who attempted to get Medicaid on their own and it was a mess. I don’t want to go through that, so my brother and I have already made an appointment to talk with Paul. He’s a much needed person in this area. Another thing I want to make sure is that I don’t leave my children in a situation where they don’t know what to do for me, in case I should ever need nursing home care. I want to make things as easy as possible for them and Paul can help me here as well

Sharon Wallace, North Royalton, OH
2017-02-16

Very informative and educational. Thanks for the information!

Debbie
2017-02-16

Seminar was very informative. I learned a lot about protecting your wealth.

Jeanne Wolnik
2017-02-12

I did attend the seminar with the hopes of staying current on Medicare, Medicaid, VA issues as well as ways clients can protect assets especially for a surviving spouse. Being a social worker and having worked with an aging population some of the information was familiar to me but it was good to hear there are still strategies to protect some assets. It was helpful to hear about the Keystone Trust, Bloodline Trust and the OBRA93 compliant annuity, shifting money in the IRA as well as the ability to purchase funerals for other family members. My goal is not to be an expert on these options but to know enough that should I have a client that one of these options appear to be appropriate I can direct them to the expert in the field to help them. I also use the information to be informed enough to identify red flags for clients who may have someone selling them something that doesn’t sound appropriate and recommend second opinions in those cases.

Karen T Knerem, Resource Connections for Older Adults, Senior Consultant Affinity Home Equity Solutions, LLC, HECM Specialist -NMLS # 272399
2017-02-12

Paul Stano is very knowledgeable regarding Medicare/Medicaid law. His seminar was particularly informative for medium to high net worth individuals and I would endorse it for that group.

Matt Powers, Lakewood, OH