Seminar was very informative. I learned a lot about protecting your wealth.
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.
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.
What I mainly got out of the Paul Stano seminar is that you can’t rely on a nursing home to guide you on how to get setup for Medicaid, or even on how to pay for the care a nursing home provides. The nursing home is just interested in getting paid, like all businesses are. They don’t care where the money comes from just as long as they receive it. Paul’s seminar was very in-depth. I learned so much. Unless you’ve gone through it, you really don’t know what to expect. That’s why it’s important that you attend this seminar, so you can learn what you need to know about estate planning, asset protection, and how to get Medicaid.”
The seminar was very worthwhile. There was a lot of information presented. I especially went to learn more about long-term care insurance, and also annuities. I’ve got a brother in a nursing home, and I know it’s quite expensive to be there. Being older, I don’t want to be in a position where I can’t afford it. I’m in good health now but you never know. Mr. Stano explains what your best steps are
I don’t know how Paul could’ve done any better in terms of how he presented the seminar. It was outstanding and very informative. My husband and I wanted to go to see what our options are. I’m also just about finished reading Paul’s book Don’t Go Broke in a Nursing Home, which we received for attending the seminar. It’s also very informative. We do plan on scheduling a time to come to his office and talk.
The seminar was very good. I know Mr. Stano because he previously worked on my mother’s estate. I’m getting to the point in life where I need to start thinking about these things as well, so I wanted to attend the seminar to begin the learning process. It was very informative.
Paul delivered real good information. I wanted to go to the seminar to find out about things that will help in the future. I have a good friend who recently suffered a massive stroke. He’s now in a nursing home and it looks like he’s going to lose everything. I don’t want that to happen to me. I definitely plan on following up and going to see Paul
We couldn’t have asked for a better person to put together a sound financial plan for our mothers than what Paul Stano provided for us. Both of them wound up requiring care, Richard’s mother in a nursing home and Sandy’s in assisted living. Paul held our hands throughout the entire process, and wound up saving a great deal of money from the estate. It was well worth our time and the investment to go to see him. It would have been a financial nightmare if we hadn’t! We first learned about Paul because he was recommended to us by a couple of different people. In turn, we don’t hesitate to recommend his services to others because he’s that good with what he can do for you. In fact, we are going back to work with Paul again to help with Sandy’s sister and her present caregiving needs. We want to make sure her assets are protected in the face of what she may require. There was no question that Paul Stano was who we’d go see for this. He has been wonderful!
Very useful information. Many different topics were covered. I was particularly interested in what Paul Stano had to say about asset protection which was the main reason I went to the seminar. I’ve already scheduled a follow-up consultation with him. I’d absolutely recommend that you attend this seminar