5 Steps to Creating a Less Taxing Retirement copy

April 25th, 2024 | 11:30 a.m. Central


People with greater wealth often assume that Medicaid planning does not apply to their situation. However, families frequently underestimate future long-term care costs, and unforeseen medical needs may arise where a family member could benefit from Medicaid. By implementing crisis planning strategies, families can understand how to safeguard their assets within five years of a family member accessing Medicaid benefits.

In this interactive webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will review why financially secure families should be aware of long-term care costs and how program benefits could play a role in their planning.

In this session, he’ll cover:

  • The impact of long-term care costs on individuals and their families.
  • Key features and provisions for Medicaid benefits and eligibility.
  • The financial impact and associated penalties that could arise when receiving Medicaid benefits.
  • Strategies to protect assets while accessing Medicaid benefits.
  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA  |  Chief Planning Officer

    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

  • Don Rochleau, CFP®  |  Director of Client Development

    Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

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