Attorney Timothy P. Crawford, S.C. - CPA, CELA*, CAP**

"THOSE WHO PLAN AHEAD WIN. THOSE WHO DON'T PLAN AHEAD LOSE."«


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PAST PHONE SEMINARS
Click on the linked date to the left of any phone seminar to listen to the recorded version.





June 9, 2016
June 9, 2016
Taxes, Gifts, And Your Children

  • How To Protect Assets From Nursing Home Care Costs Without Creating Tax Issues For You Or Your Children.
  • How To Proect Your Home And Avoid A Capital Gains Tax For You And Your Children When Your Home Is Sold.
  • How To Properly Designate Beneficiaries On Your Investments.

May 21, 2016
May 21, 2016
What Are The Four Areas Of Planning That I Need To Think About?

  • Have I Planned For My Disability?
  • Is Probate Avoidance All I Need To Be Concerned About?
  • How Can I Protect My Home From Being Sold To Pay For My Nursing Home Care Costs?
  • How Can I Protect My Financial Assets From Being Spent To Pay For My Care?

April 14, 2016
April 14, 2016
Powers Of Attorney -  Which Is Right For Me?

  • What Are Powers Of Attorney - For Healthcare? For Financial?
  • What Are The Differences Among Financial Powers Of Attorney?
  • Which Power Of Attorney Has Special Provisions & What Does That Mean To Me?
  • Which Power Of Attorney Will Protect My Agent (Son/Daughter)?

March 19, 2016
March 19, 2016
What Are My Options To Make My Death Easier On My Loved Ones?

  • Can A Will Prevent My Loved Ones Form Going To Probate Court After My Death?
  • Can I Gift My Assets To My Children to Avoid Death Taxes?
  • Which Is More Appropriate For Me - A Will or Asset Protection Planning?

February 18, 2016
February 18, 2016
How To Avoid Long-Term Care Costs

  • What Government Benefits Are There To Help Me Pay For My Long-Term Care Costs?
  • If I Am Already In A Nursing Home Or Assisted Living Can I Still Get Qualified For Government Aid?
  • Is Long-Term Care Insuarance The Answer?

January 9, 2016
January 9, 2016
How To Get More From Social Security

  • What Age Should I Start To Collect Social Security?
  • What Does Clain and Suspend Mean?
  • What If My Spouse Has Passed - Can I Still Collect His Social Security?
  • What Does A Divorice Do To My Benefits?

*For anyone planning to take action using the claim and suspend strategy, you want to set up an appointment with Social Security now. Do not wait for the grandfathering to expire on April 29, 2016.


December 17, 2015
December 17, 2015
Can I Still Protect My Assets Now That My Spouse Is In The Nursing Home? Yes, But Not All. Better To Have Planned Ahead And Save More.

  • How Can I Protect My Home?
  • What Assets Of Mine Would Be At Risk To Spend On Nursing Home Care Costs?
  • What If My Spouse Is Already Incompetent?
  • What Assets Would Be Left For Our Children To Inherit?

November 7, 2015
November 7, 2015
Protect Your IRA/401K From Taxes

  • How To Minimize Tax On Your IRA During Your Lifetime.
  • How To Minimize Tax To Your Children Upon Inheriting Your IRA.
  • How To Protect Your IRA From Being Spent On Nursing Home Care Costs.

October 22, 2015
October 22, 2015
If I Go Into A Nursing Home Or Assisted Living Must I Lose All Of My Assets?

  • How Could Planning Now Save Me More Money?
  • Will I Be Able To Protect My Home or Any Other Assets If I Wait?
  • Do I Have The Proper Power Of Attorney Or An Authorization To Do PlanningTM Document So That Someone Can Assist Me With Doing Planning When I Am Unable?
  • How Can I Protect My Assets So That I Can Still Get Help From The Government To Pay For My Care Even After I Am In A Nursing Home Or Assisted Living Facility?

September 12, 2015
September 12, 2015
What Are Things I Should Urge My Parent To Do Before Getting Sick And Needing Care?

  • Has My Parent Signed A Level IIITM Planning Type Financial Power Of Attorney Or An Authorization To Do PlanningTM Document?
  • Has My Parent Completed Asset Protection Planning?
  • Will My Parent Be Eligible For Help From The Government To Pay For Long-Term Care Costs?

August 20, 2015
August 20, 2015
Protect Your IRA/401k From Taxes

  • How To Minimize Tax On Your IRA During Your Lifetime.
  • How To Minimize Tax To Your Children Upon Inheriting Your IRA.
  • How To Protect Your IRA From Being Spent On Nursing Home Care Costs.

July 11, 2015
July 11, 2015
What Are The Basics Of Estate Planning?

  • How To Avoid The Need For A Guardianship.
  • Isn't A Will All You Need?
  • How To Avoid Probate.
  • The Best Way To Protect Your Home And Financial Assets.
  • How Your Age Helps Determine What Type Of Planning You Need.

Bankruptcy
Bankruptcy
Bankruptcy - Picture Yourself Debt Free!

  • Who Should File For Bankruptcy?
  • Exemptions -  What Property Do Your Get To Keep?
  • What Debts Can't Be Discharged In Bankruptcy?

June 4, 2015
June 4, 2015
Can Making Gifts Be Harmful To Me?

  • What Are The Things I Need To Think About Before I Make Any Gifts?
  • What Do I Need To Know About Tax Laws Before I Make A Gift?
  • How Best To Handle IRAs A Charitable Gift.
  • How My Desire To Receive Government Benefits Influences The Gifts I Make.
  • How Can Charitable Contributions STOP Me From Receiving Goverment Benefits?

May 9, 2015
May 9, 2015
Protect Your IRA/401K From Taxes

  • How To Minimize Tax On Your IRA During Your Lifetime.
  • How To Minimize Tax To Your Children Upon Inheriting Your IRA.
  • How To Protect Your IRA From Being Spent On Nursing Home Care Costs.

April 16, 2015

April 16, 2015

How Much Do You Love Your Family? Protect Your Loved Ones - Plan Now!

  • How Good Planning Will Protect Those You Love

  • The Best Way To Protect Your Home And Future Homes You May Own

  • Avoid The One-Year Wait To Distribute Assets After Your Death

  • Avoid The $4,000 Cost Associated With Going To Probate Court

  • Which Is More Appropriate For You

                     - A Will?

                     - A Trust?

                     - Asset Protection Planning?


March 14, 2015

March 14, 2015

Asset Protection Planning To Get The Government To Pay For Nursing Home Care Costs

  • At What Age Should I Start Protecting My Assets From The Nursing Home?

  • How Far In Advance Of Entering The Nursing Home Do I Need To Protect My Assets - 5 years or 15 years?

  • What Are Some Of The Strategies Available That Allow Me To Protect My Assets?


February 12, 2015

February 12, 2015
New Federal Law Passed To Create Section 529 Disability Savings Plan

 
  • How It Differs From Creating A Special Needs Trust
  • Who Is Eligible For This Savings Plan?
  • Can You Keep Your Government Benefits?
  • What Kind Of Tax Advantage Do You Receive?
  • Is There An Annual Contribution Limit?

January 10, 2015

January 10, 2015
When It Comes To My Retirement, Do I Have All Of My Legal Documents In Place?

 
  • What Legal Documents Am I Missing?
  • What I May Be Doing Wrong When I Take Out Required Minimum Distributions.
  • What My Tax Preparer May Not Be Telling Me.
  • How To Withdraw From My IRA Tax-Free.

December 20, 2014
December 20, 2014
How Much Money Do YOU Want To Spend On Your Long Term Care Costs?
 
  • There Is A 60% Chance That You Will Need Long-Term Care Before You Die! (Whether You Need Care In Your Home, Assisted Living, Or Nursing Home Care.)
  • Medicare Only Pays For A Short-Term Stay In A Nursing Home. Medicare Will NOT Help You Pay For Long-Term Stay In A Nursing Home.
  • With Proper ADVANCE Planning, There Is A Government Entitlement Program Available To Help You Pay For This $9,000 Plus Per Month Expense.

December 11, 2014
December 11, 2014
Why Do My Adult Grandchildren Need A Level III Planning Type Financial Power Of Attorney?
 
  • Catastrophes Don’t  Discriminate Based on Age Such as When You Die – Car Accidents, Illnesses, Etc.
  • Everyone 18 And Over Should Have A Financial Power Of Attorney.
  • You’re Never Too Young To Start Planning For Your Future.

November 20, 2014
November 20, 2014 
Why You Can’t Leave Your IRA To Your Children!
 
  • Your Child Will Lose YOUR IRA In Their Bankruptcy.
  • You Will Greatly Increase Your Child’s Income Tax Bill.
  • Do You Want To Prevent Your Child From Making A Huge Income Tax Mistake?
  • Do You Want Your IRA To Continue To Grow After Your Death?

November 8, 2014
November 8, 2014
What Type of Planning Do You Need NOW? The Benefits of Planning Ahead?
 
  • Planning to Avoid Probate – Find the inexpensive way to do it. 
  • Our BRAND NEW IRA Inheritance Protection Trust™ - How You Can Protect Your Children’s Inheritance for them. 
  • Asset Protection Planning – Protect your home & assets NOW before you get sick and need help.

October 23, 2014
October 23, 2014
What Are My Options For Care & How Does Planning Affect These Options?
  • What are my options when it comes to care? 
  • Will the planning I need to do change depending on what type of care I want? 
  • What helps to determine what level of care I will need?

October 4, 2014
October 4, 2014
Why Isn't Pre-Planning Only for the Elderly?
  • You can complete your pre-planning in steps - start with protecting your home. 
  • Depending on your asset level, you may need to "complete" your planning recommendations over the course of a few years. 
  • You MUST have your planning done five years before anyone needs help from the government in order to qualify for any benefits.

September 25, 2014
September 25, 2014
Issues With Funding Your Trust!!
 
  • What Assets Should Be Titled Into My Trust? 
  • Are My Beneficiary Designations Set Up Properly? 
  • I Have An IRA – How Do I Make Sure I Can Protect My Children From Losing It To Taxes?

September 13, 2014
September 13, 2014
Medicaid Law Changes as of August 1st
 
  • What assets will the State come after once I have died to pay back the loan I received from the government that paid for my care costs?
    a.) My home?
    b.) My life insurance proceeds?
    c.) Any property in joint tenancy?
    d.) All of the Above? Listen to this FREE seminar to find out the answers you need 
         today.

August 30, 2014
August 30, 2014
As I Age, How Do My Estate Planning Needs Change?
 
  • I may need government benefits soon to help pay for my long term care costs.
  • I would like to protect my home and keep the sale of my home tax free for my child/children.
  • I would like my child/children to avoid the $4,000 cost associated with hiring a probate attorney when I die.
 

August 13, 2014
August 13, 2014
If I Don't Protect My Home, Could I Lose It?
 
  • How do the August 1st Medicaid Estate Recovery changes effect planning?
  • What is the best way I can protect my home from needing to be sold to pay for long term care costs?
  • What happens to my home if I gift it to my child/children and my child dies?
  • How can I keep the sale of my home tax free for my children?

July 19, 2014
July 19, 2014
How Can I Protect My Assets?  Pre-Planning vs. Crisis Planning.
  • How much money can I protect by pre-planning & what are the benefits? 
  • Will I be able to protect my home or any other assets if I wait? 
  • Can I protect my assets and still get help from the government to pay for my long term care costs even after I am in a nursing home or assisted living facility?
 

July 10, 2014
July 10, 2014
Basic Financial Power of Attorney vs. Level III Planning Type Power of Attorney?
  • What is a Financial Power of Attorney?
  • What are the differences between Financial Powers of Attorneys?
  • Which Power of Attorney has special previsions & what does that mean to me?
  • Which power of attorney can be used to protect my assets? 
  • Which power of attorney will protect my agent (son/daughter)?

June 7, 2014
June 7, 2014
What Are the Four Areas of Planning I Must Address Now?
  • Have I planned to avoid a guardianship if I become disabled?
  • Is probate avoidance all I need to be concerned about?
  • How can I protect my home from needing to be sold to pay for nursing home care costs? 
  • How can I protect my financial assets from going to pay for my long term care costs?

June 5, 2014
June 5, 2014
How to Avoid Going to Probate Court.
  • Why do I want my family to avoid probate court after my death?
  • Why is having a WILL not enough?
  • Why does a Will force my family to go to Probate Court?

May 24, 2014
May 24, 2014
What Planning Can I Do Now To Make It Easier On My Loved Ones When I Die?
  • Avoid the one-year wait to distribute assets after your death.
  • Avoid the $4,000 cost associated with hiring a Probate Attorney.
  • Avoid probate on the home by using either a Living Trust or an Asset Protection Trust.
  • Which is more appropriate for me - a Trust or Asset Protection Planning?

May 8, 2014
May 8, 2014
If I Go Into a Nursing Home or Assisted Living Must I Lose All of My Assets? 
  • How can I protect my assets so I can still get help from the government to pay for my care even after I am in a nursing home or assisted living facility? 
  • Do I have the proper Power of Attorney or an Authorization to do Planning document so that someone can assist me with doing planning when I am unable? 
  • Will I be able to protect my home or any other assets if I wait?

April 26, 2014
April 26, 2014 
Why Gifting Your Home To Your Children is the Worst Thing You Can Do!!
  • Do you want to keep the sale of your home tax free for your children?
  • What happens to your home if you gift it to your child and your child dies?
  • What is the best way to protect your home from having to be sold to pay for nursing home care costs?

April 17, 2014
April 17, 2014
Why You Need To Have Any Assisted Living Contract Reviewed Before You Sign It!!
  • Does the contract state that I must private pay for at least two years?
  • What happens if I run out of money?
  • Can I get government benefits even after I have signed the contract?
  • Are my children expected to guarantee payments for my care

March 27, 2014
March 27, 2014
My Parent Needs More Help. What Do I Do Now? In-Home/Assisted/Nursing Home?
  • Does my parent need in-home care, assisted living or nursing home care?
  • What type of planning does my parent need to get help to pay for these services?
  • Has my parent signed a Level III™ Planning Type Financial Power of Attorney or an Authorization To Do Planning™ Document?

March 15, 2014
March 15, 2014
How Do The New Medicaid Laws Affect Gifting? 
  • What do I need to know about Medicaid Laws before I make a gift?
  • How much can I now gift without causing any Medicaid problems?
  • How does my desire to receive government benefits influence the gifts I make?
  • How can charitable contributions STOP me from receiving government benefits?

February 15, 2014
February 15, 2014
How Does Your Tax Planning Affect Your Loved Ones?
  • Death & Gift Tax Exemptions Effective January 2014.
  • How To Protect Your Assets From Nursing Home Care Costs Without Creating Tax Issues For You Or Your Children.
  • How To Protect Your Home And Avoid Capital Gains Taxes For You And Your Children When Your Home Is Sold. 
  • How To Designate Beneficiaries Properly On Your Investments.

February 6, 2014
 
February 6, 2014
His Kids, Her Kids, Our Kids - Be Certain Your Loved Ones Won't Be Disinherited.
  • How can I cake sure that no one in my family is disinherited?
  • How do I make sure my children get my money?
  • What special Estate Planning can be done?
  • What are the different ways to avoid Probate for step-families?
  • What are the advantages of having a special Trust for step-families?

January 25, 2014
January 25, 2014
How Much Do You Love Your Family?
  • How planning will protect those you love.
  • Which is more appropriate for you - a Trust or Asset Protection Planning?
  • The best way to protect your home and future homes you may own.
  • Avoid the one-year wait to distribute assets after your death. Avoid the $4,000 cost associated with hiring a probate attorney.


 
December 12, 2013
December 12, 2013 
Key Words & Concepts in Estate Planning.
  • How to avoid the need for a guardianship. Isn’t a Will all you need?
  • How to avoid probate.
  • The best way to protect your home and financial assets.
  • How your age helps to determine what type of planning you need.

December 7, 2013

December 7, 2013
Wisconsin Has Implemented New Medicaid Laws!

  • Once your spouse is on benefits – missed opportunity to do planning.
  • The “Frozen Asset Rule”. 
  • Why you need to do planning now!!!
  • How to prevent the state from taking assets when you die under the new estate recovery rules. How to not have assets when you die.
  • If I have already done planning, do I need to worry?

November 21, 2013
November 21, 2013
Why Do I Need To Do Asset Protection Planning For My Mother? 
  • Do I have the proper Power of Attorney or an Authorization To Do Planning document so that I can assit my Mother in doing planning when she is unable?
  • How can I avoid losing Mom's house when she is no longer about to live in it? 
  • How can I get help from the government to pay my Mother's expenses?

November 9, 2013
November 9, 2013  
Wisconsin Has Implemented New Medicaid Laws! 
  • Is it too late to do planning to protect my assets?
  • Will I have to divorce my spouse to get help from the government?
  • Will I  have to file bankruptcy to get help from the government?
  • If I have already done planning, do I need to worry?

October 12, 2013
October 12, 2013
What Are Things I Should Urge My Parent To Do Before They Get Sick and Need Care? 
  • Has my parent signed a Level III™ Planning Type Financial Power of Attorney or an Authorization To Do Planning™ Document?
  • Has my parent completed Asset Protection Planning?
  • Will my parent be eligible for help from the government to pay for long-term care costs? 

September 19, 2013
September 19, 2013
What Options Are Available To Make It Easier On My Loved Ones When I Die?
  • Potential Savings by Using a Living Trust! Avoid the One-Year Wait to Distribute Assets after Your Death! Avoid the $4,000 Cost associated with Hiring a Probate Attorney!
  • Avoid Probate on the Home by Using either a Living Trust or an Asset Protection Trust!
  • Which is More Appropriate for Me - A Trust or Asset Protection Planning?

September 14, 2013
September 14, 2013
Why You Need To Protect Your Home From The Nursing Home Now! 
  • How the law has changed with respect to being able to protect your home.
  • How soon you need to protect your home to not be effected by the new laws.
  • The best way to protect your home and future homes you may own. 

August 14, 2013
August 14, 2013
Planning Considerations When You Have a Blended Family 
  • Do you have stepchildren? What special estate planning can be done?
  • Are you divorced and remarried?
  • What planning needs to be done now?
  • Different ways to avoid probate.
  • What are the advantages of having a Trust? 

 
July 13, 2013
July 13, 2013
Whether Care is Needed in the Home/Assisted/Nursing Home -What Do I Need to Think About?
  • Do I have the proper Power of Attorney I need or an Authorization To Do Planning document for my loved one to avoid the need for a Guardianship?
  • What can be done to have the financing needed to pay for my loved one’s care costs?
  • How can I be sure that my loved one will get the proper level of care needed?
  • How can I get help from the government to have my loved one’s care paid for?   

*** We are a debt relief agency. We help people file for bankruptcy relief under the Bankruptcy Code.