LISEC, a not-for-profit learning & resource organization
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LISEC's "22 Planning Points" cover tough issues we face today.
"22 Planning Points of Interest" You Need to Know About:
LISEC works with individuals and other professionals to provide answers to your difficult financial and healthcare questions. From coordinating legal documents, healthcare and pension benefits to tax saving strategies, long term care and asset preservation, our resourceful approach to the education process has proven to be successful.
LISEC’s “Planning Points” Program offers insight to the many essential tools you need so you can better plan for your future. We have defined "22 Planning Points of Interest" that can prove critical to your financial independence.
Coordinating your finances, affording healthcare and estate planning is easier when you have the right tools.
Which tools are right for you? Our Educational Conferences & Classes explore the issues.
1. Power of Attorney
2. Healthcare Proxy
3. Living Will
4. Estate Will
5. Revocable Living Trust
6. Irrevocable Trust
7. Life Estate
8. Estate Planning, Life Insurance & Beneficiaries
9. Special Needs Trust
10. Pooled Income Trust / Pre-Need Trust
11. Gift Planning and 529 Planning
12. Medicaid:
Community care, Lombardi and Nursing Home care
13. DRA Compliant Promissory Note / Half-Loaf Rule
14. Spousal Refusal and Family Contracts
15. Asset Allocation:
Retirement and Estate Planning verses Medicaid Planning
16. IRA Preservation & Income Distribution Planning
17. Veteran’s Aide & Attendance Pension Benefit
18. Long Term Care Insurance
19. Reverse Mortgage
20. Medicare Coordination: Know your A,B,C,D’s
21. Healthcare Tax Planning
22. Income Tax Planning
Making decisions is easier when you have the right information. LISEC wants you to know how to get the information you need when you need it. We can help you get the educational support you need.
LISEC strives to provide you with the research and resources you need to make confident decisions.
Ask us about your Personalized Educational Conference or Small Group Educational Classes.
631-665-7057
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