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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Protecting Assets from Long-term Care Expenses

In this video, Rob discusses with estate expert Lynn Riley what a life estate deed is, whether that’s a good option for you, and the best ways to protect your assets from long-term care expenses. 

Topics Discussed:

  • Can you protect your assets and have no restrictions on them?
  • What is a life estate deed?
  • What are the consequences of having a life estate deed?
  • Would an irrevocable Medicaid trust be a better option for you?

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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