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Protect your Family with Estate Planning Workshop

Protect your Family with Estate Planning Workshop

 Every family arrives at that fork in the road when estate planning is necessary to protect the future of aging parents or to secure an inheritance for future descendants. The attorneys at Bloomgarden, Goudreau and Rosen, P.A. believe life is complicated enough and protecting the family should not have to be. In the spirit of estate planning solutions, “The 7 Threats to Your Family Security” workshop will be held Thursday, March 29 at 5:30pm at The Hampton Inn, 1000 South Federal Highway, Hallandale Beach.

“The best way for us to educate our clients is by having them attend our workshop where we explain estate planning from start to finish and address commonly held myths and misinformation. We show why everybody needs, at the very least, some form of basic estate planning. Attendees learn that failing to plan can lead to disastrous results, especially when some people’s idea of estate planning means having all of your assets titled jointly with a spouse or children,” said attorney and workshop director Philip C. Rosen.

Often accompanied by adult children, couples approaching their golden years leave the workshop empowered to begin the process of planning for the present and their future – something they have likely been meaning to get to for weeks, months, and sometimes years, according to Rosen. “Estate planning is not just for when you die, but when you are alive. We dispel rumors about how you can lose your assets to a nursing home and outline how we can help protect those assets before a crisis arises. Our clients can rest easy knowing that there are plans in place if the time comes when they can no longer manage their own affairs.”

Bloomgarden, Goudreau and Rosen, P.A. utilizes proprietary trusts to help protect clients from nursing homes and lawsuits. “We are members of a nationwide organization, Medicaid Practice Network, which gives us access to a large number of attorneys throughout the country that also handle Medicaid Planning and Asset Protection matters. We are able to collaborate and share ideas so, although we have a small firm feel, we have the ability to leverage our network to help our clients find solutions,” said Rosen.

“The 7 Threats to Your Family Security” workshop stresses that everyone’s situation is different. When attendees mention horror stories told by someone in their retirement community about assets being “taken by the nursing home,” Rosen says that with proper planning, situations like that simply should not have to occur. Individuals without long term care insurance may especially benefit from the presentation because it shows that most people can preserve their assets and allow Medicaid to cover their cost of care if the need to move to a nursing home arises.

Proper estate planning should help maintain control of assets for the family, give control to trusted loved ones, allow you to remain home without stress on the family if long term care is required, and keep family business private.

In addition to helping clients plan to qualify for Medicaid regardless of the value of their assets, Bloomgarden, Goudreau and Rosen, P.A. can also help clients discover how to take advantage of Veteran’s Benefits that are available from the government to help pay for the cost of care at home or a nursing home.

“It is a very enjoyable process because at the end of the day there is a tangible outcome in the definitive results we help clients achieve. It is right there in black and white. It feels great when the clients call us to offer thanks and let us know that they can rest easy because we understood their goals and created a plan to achieve those goals,” said Rosen.

“The 7 Threats to Your Family Security” workshop will be Thursday March 29 at 5:30pm at The Hampton Inn across from Gulfstream, 1000 South Federal Highway in Hallandale Beach. Seating is limited and registration is required. Call Fredda Fierro at 954-370-2222 to register or reserve online at www.medicaidattorneysflorida.com.