Action Tax Services LLC

Elder Care Estate Planning

Click HERE to fill out and submit the Elder Care Planning Application
& We will contact you to start the process.

Click HERE for a printable (.pdf) “Elder Care Planning Application”

Schedule a 1 on 1 Consultation Online / Call To Schedule: (253)288-8829

If you’re reading this, it means you’ve worked hard to build a life of success and stability. Now, it’s time to protect and enjoy what you’ve earned. That’s why I’m reaching out to you today with an opportunity that could very well be the most important decision you make for your golden years. 

You see, many people overlook the critical steps in planning for their later years, and unfortunately, they pay a heavy price – in stress, lost assets, and missed opportunities. But you’re different. You’ve always been proactive about your finances, which is why I believe you’ll see the immense value in what I’m about to share. 

This is not just another financial planning service. It’s a comprehensive, multi-disciplinary approach to securing your future. As your trusted tax advisor, I’ve seen firsthand how the right planning can turn uncertainty into confidence and worry into peace of mind. Here’s what our Elder Planning Session can do for you: 

1. **Empowerment Through a Power of Attorney**: Your voice matters, especially when you might not be able to speak for yourself. A Power of Attorney ensures your wishes are respected, no matter what. 

2. **Safeguard Your Wealth with Medicaid Planning**: Protect your hard-earned assets from the potentially devastating costs of healthcare and long-term care. 

3. **Preserve Your Legacy with Trusts**: An Irrevocable Trust isn’t just for the ultra-wealthy. It’s a strategic tool to safeguard your family’s financial future and your legacy. 

4. **Peace of Mind with Long-Term Care Policies**: We live in uncertain times. A Long-Term Care policy is your assurance against life’s unexpected turns. 

5. **Your Final Word, Honored**: A Will and Living Will are your guarantees that your final wishes are carried out to the letter – a final act of love and responsibility for your family. 

6. **Tax-Savvy Retirement Planning**: You’ve worked hard for your money; now let’s make sure it works hard for you in retirement, with smart, strategic planning for maximum tax efficiency. 

The answer is simple: Time is of the essence. The decisions you make today will shape your tomorrow. And while nobody likes to think about growing older or facing health challenges, the reality is that preparation today can save you and your loved ones immense stress and financial strain in the future. 

Beyond the financial benefits, what we’re offering is peace of mind – the kind that comes from knowing you’re prepared for whatever the future holds. That’s a feeling you can’t put a price on. 

All this might sound overwhelming, but that’s where we come in. You don’t have to navigate this journey alone. We’re here to guide you every step of the way. 

**Call us today at (253) 288-8829 to reserve your spot**. This is more than a planning session; it’s the first step towards securing your legacy and enjoying your golden years with the dignity, security, and peace of mind you deserve. 

P.S.: Remember, the best time to plan for tomorrow is today. Don’t let this opportunity pass you by. Call us now to secure your future.

Elder Care Planning Package Includes:

  • Securing Durable Power of Attorney

    Secure your future now. Discover how a Power of Attorney can give you peace of mind and control over your decisions
  • Medicare Planning Strategies

    Maximize your hard earned wealth. Let's explore Medicaid planning strategies tailored to protect your assets.
  • Irrevocable Trust Guidance

    Family first. Learn how setting up an Irrevocable Trust can safeguard your family's financial future.
  • Long Term Care Insurance Guidance

    Be prepared for every possibility. Understand the benefits of a Long Term Care policy-your safety net for unforseen health needs.
  • Estate Valuation

  • Creating or Updating a Living Will

    Your legacy, your way: We'll help you complete your Will and Living Will to ensure your wishes are honored.