We’re committed to helping you.
Better Economic Solutions Team
22 Planning Points of Interest
TOGETHER WE CAN PLOT A COURSE OF ACTION TO HELP YOU MAKE CONFIDENT DECESSIONS
1. Power of Attorney
2. Healthcare Proxy
3. Living Will
4. Estate Will
5. Revocable Living Trust
6. Irrevocable Trust
7. Life Estate
8. Estate Planning & Credit Shelter Trusts
9. Special Needs Trust
10. Pooled Income Trust / Pre-Need Trust
11. Gift Planning and 529 Planning
Community care, Lombardi and Nursing Home care
13. DRA Compliant Promissory Note / Half-Loaf Rule
14. Spousal Refusal and Family Contracts
15. Asset Allocation:
Retirement, Estate and Medicaid Planning
16. IRA Preservation & Income Distribution Planning
17. Veteran’s Pension & Life Insurance
18. Long Term Care Insurance
19. Reverse Mortgage
20. Medicare Coordination: Know your A,B,C,D’s
21. Healthcare Tax Planning
22. Income Tax Planning
22 Planning Points To Navigate
AN EDUCATION CAN SAVE YOU MONEY & TIME
The B.E.S.T. Team promises to strive for excellence. Through the process of education, we can help you to become more independent.
The B.E.S.T. tools to navigate the 22 Planning Points include:
Research materials & current law updates
Convenient review appointments
We know life is complicated. The B.E.S.T. team wants to make it easier for you to learn about the important issues we face today.
We educate our clients :
The B.E.S.T. team makes it a priority to educate our clients. We can help you build and maintain your personal or family support team. Everyone needs a Power of Attorney, Healthcare proxy and Will. Coordinating legal documents, your finances and health care benefits can avoid costly mistakes.
We work with Professional Support Teams:
Developing a professional team could be a daunting task. Your tax professional, attorney, investment advisor, insurance agent and or banker may have good intentions. However, professional costs are increasing and saving money is essential. The B.E.S.T. team helps you to work more efficiently with your professional support team so you can save money and time.
We want to help you become independent:
Learning is a continuous challenge. To become independent you need to be confident but to be confident, you need to be informed. Our annual educational reviews are designed to help you stay informed.
The B.E.S.T. Team
130 Orinoco Drive
Brightwaters, NY 11718