The Main Street Code – Planning with Valerie Shivers: Trusts & Medicaid – S5 E15 [Video]

In this episode, we’re thrilled to have Valerie Shivers with us, discussing the vital topics of trusts, estate planning, and Medicaid strategies. Valerie, a seasoned expert in elder planning and asset protection, shares invaluable insights on creating a secure financial future through thoughtful planning and legal strategies.

Together, we explore the importance of having a reliable financial team and the steps you can take to ensure you’re prepared for any situation. Join us as we delve into strategies for protecting assets and ensuring peace of mind through effective long-term care planning.

Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio for “The Main Street Code for Financial Success,” hosted by Neil Himmelstein of Main Street Planning Group. Catch our episodes on YouTube, Spotify, & Apple Podcasts, and visit www.themainstreetcode.com for more insights.