Rocco Beatrice

name Rocco Beatrice, CPA, MST, MBA,
Award-winning trust & estate-planning expert 71 Commercial Street #150 Boston, MA 02109. toll-free: 888-938-5872. Sign up for a FREE newsletter & learn how you can reduce your taxes, protect your assets & secure your privacy. Free consultation. No Obligation, no risk, no sales pressure. Click here: http://www.ultratrust.com/revocable-trusts-vs-irrevocable-trusts.html, http://www.ultratrust.com/medicaid-asset-protection.html

Finance

Medicaid Asset Protection

18th January 2007
As tax preparation time begins, many seniors are asking to include Medicaid asset protection as part of their tax planning strategies. For those of you not familiar with the 2005 Tax Reduction Act, some of the provisions address specific transfers by sen... Read >
Finance

How to Hide Assets

18th January 2007
In social functions, I always get asked about the new How to hide assets? From who are you trying to hide your assets from? Is there a legitimate way to hide your assets? You will know if you have succeeded in hiding your assets if an asset sear... Read >
Business

Hide My Assets From Medicare

18th January 2007
Seniors Become Anxious about Spend-Down of Their Assets In social functions, I always get asked about the new Medicare nursing home qualifications. Seniors become very anxious about having to spend-down their assets with no cap on the amount th... Read >
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