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Must “Spend Down” – Use Up All Your Savings?

Use Up All Your Savings

What if you or a loved one had to go into a nursing home and couldn’t be cared for at home any longer?

Many have heard confusing things about Med-Cal. That you must spend down or use up all of your life savings investments even your properties before getting any benefits?

For us in California this doesn’t have to happen.

Schedule a complementary strategy visit with us and learn what your rights and options are.

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“Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.”

Tax Efficient Planning Can Help De-Fuse Your Tax Bomb!

Many Have a Tax Bomb Within Their Retirement Nest Egg…

Find Out How to Lower And/or Eliminate Your Future Taxes (Tax Bomb).

Schedule Your No Cost, Complimentary Visit Today!

Soutas Financial & Insurance Solutions Inc.
333 W. Shaw Avenue Suite 106
Fresno, CA 93704
(559) 230-1648