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970 Reserve Drive
Suite 100
Roseville, CA 95678
(888) 887-0890
Safe Inheritance Corp.
For a free consultation, call (888) 887-0890 Ext. 9
SIC's Asset Protection Plan is an estate and financial service with special attention to planning for long-term care benefits. Our process does not replace or duplicate the work of your existing advisors, but expands upon it. Our specialized expertise can help you find benefits for long-term care when they are needed.
Our process helps identify assets that would disqualify you for benefits. We help you establish a strategy to protect and preserve your nest egg. We assist you in arranging important documents in advance so that the burden is reduced for your family. Should you find yourself at need for benefits, we can provide technical support to answer questions and assist your loved ones through the process.
We begin by examining the nature, type, value, and titling of your existing assets. We interview you to understand your objectives, including who you want to receive your assets, and when you want them to be received. We interview you to understand your family dynamics and any challenges that might affect your plan. We then discuss possible alternatives and allow you to choose the course of action most acceptable to you and your family.
Our process includes:
Our process helps identify assets that would disqualify you for benefits. We help you establish a strategy to protect and preserve your nest egg. We assist you in arranging important documents in advance so that the burden is reduced for your family. Should you find yourself at need for benefits, we can provide technical support to answer questions and assist your loved ones through the process.
We begin by examining the nature, type, value, and titling of your existing assets. We interview you to understand your objectives, including who you want to receive your assets, and when you want them to be received. We interview you to understand your family dynamics and any challenges that might affect your plan. We then discuss possible alternatives and allow you to choose the course of action most acceptable to you and your family.
Our process includes:
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Discovery and itemization of assets
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Examination of types and amounts of assets
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Identification of "available" and "unavailable" assets
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Review of important documents in your existing plan
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Assistance in acquiring documentation necessary for benefits
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Strategy for protection of assets
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Strategy for protection of real property, including your home
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Documents required for implementation of plan
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Documentation required for application for benefits
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Our objectives are:
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Benefits to help pay for care when needed
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Identification of benefit programs that exist and how to access them
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Protection of assets without spend down
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Protection against estate recovery
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Simplified after-death estate process
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Strategy for compliance with look-back period
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We do not:
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Take away your control
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Violate your privacy
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Replace your existing advisors
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Dispose of your existing estate and financial planning
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Attempt to defraud the State
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Move all your savings into an annuity
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Take any action without your full approval
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