Estate Planning, Long-Term Planning and Asset Protection
CBWC Fresno Luncheon
Gathering for Women Only
Doors Opens at 11:20am
Guest Speaker – Lisa Bennett
Estate planning, long-term care planning and asset protection are topics we want to know more about but the task can seem daunting and even intimidating at times. Come jump into the shallow end of the pool with us and get your feet wet. Equip yourself with knowledge and leave with confidence to tackle these important subjects. Attending this luncheon is an investment in your future with a return of graceful stewardship.
Bio: Long-term Care Advisor and Estate Coordinator
A Fresno Native, Lisa Bennett graduated from California State University Fresno and then went on to San Joaquin College of law and graduated with her Juris Doctorate in 2003. Lisa has worked as an Estate Planning coordinator and Long-Term Care Advisor for almost 20 years. For Lisa, enhancing peoples’ lives via education and planning has always been more that a job; it is a passion.
Lisa is the owner and operator of Life Financial Advisors, a Fresno based Long-term care planning company whose mission is to help the patient “Afford to get better”. Families come to Lisa when they need help planning for long-term care, In-Home Supportive Services via Medi-cal, and Veterans Aid and Attendance or Housebound benefits. Lisa also assists families to accelerate Medi-cal eligibility when they require skilled nursing care NOW. Another one of Lisa’s strengths is she is very knowledgeable about the new Medi-cal Assisted Living Waiver program, and has had many successes in helping families attain assisted living care subsidized or fully paid for by Medi-cal.
Lisa has three children that fill up her free time. Her newest Grandson is her pride and joy. If she is not with them, you can find her traveling.
Topic – Legal and Financial Planning for Future Needs
Description/Topic: Long-term care planning and Asset Protection
- How to pay the nursing home
- What other care options are there
- Become eligible for benefits
- Preserving and Protecting Assets
- Avoiding Steep Taxes While Gifting
Estate Planning
- How to avoid probate
- Documents we all need: Powers of Attorney, Healthcare Directives, and Trusts & Wills
- Learn how to save your family home from a Medi-Cal recovery claim
- When to use an Irrevocable trust for asset protection