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Business Planning and Succession Planning with special guest Steve Capizi from Apex Exit Advisors

September 11, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Business Planning and Succession Planning with special guest Steve Capizi from Apex Exit Advisors
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Victoria Collier and Steve Capizi

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.

Special guest Steve Capizi, Managing Principal of Apex Exit Advisors as well as the Georgia Chapter President of the Exit Planning Institute will be continuing our discussion about Business Planning and Succession Planning.

Steve Capizi/Apex Exit Advisors

At Apex Exit Advisors, they possess the unique skill set and experience that makes them the exclusive choice for your exit planning needs.

Benefits of using Apex Exit Advisors as your exit planning partner:

  • An experienced guide: Connecting and aligning your business and personal goals, so you gain control and exit with clarity, confidence and peace of mind… on your terms.
  • One firm coordination: Provides advisor accountability and timing results.
  • One collaborative plan: All bases are covered and planning points are not overlooked.
  • Flexible planning platform: Rely on their subject matter experts or they collaborate with your own advisors.
  • Leadership to achieve results: A fully integrated team and approach.
  • High Return on Investment: Typically planning pays off more than 100%

When you choose Apex Exit Advisors, you are choosing a flexible partner who’s well-suited to guide you to the mountain top and ensure a safe journey or next big adventure.

About The Estate & Asset protection Law Firm of Victoria Collier

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: EPI, estate planning, exit planning, exit planning advisors, senior salute radio, special needs planning, Steve Capizi, The Estate and Asset Protection Law Firm of Victoria Collier, Victoria Collier

Your Business Is My Business

August 28, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Your Business Is My Business
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Mike Sammond and Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.

This episode “Your Business is My Business” focuses on transferring business ownership. Over the next 10 years, 4.5 million businesses will transfer hands – over $10 trillion in wealth!

About The Estate & Asset protection Law Firm of Victoria Collier

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

 

Tagged With: estate planning, law firm, medicaid planning, special needs planning, succession plans, The Estate and Asset Protection Law Firm, The Estate and Asset Protection Law Firm of Victoria Collier, VA benefits planning, Victoria Collier

Making the Right Move

August 14, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Making the Right Move
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Michael Leguay, Alice Leguay, Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families. This episode will focus on business planning and succession planning for Seniors.

Special guests Alice Leguay and her son Michael join Victoria on this episode to discuss long term care options such as assisted living and nursing homes, why they chose them, and their experiences when “Making the Right Move”.

About The Estate & Asset Protection Law Firm, of Victoria Collier

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: elder care, elder care options, estate planning, long term care, long term care options, longterm care, Making the Right Move, medicaid planning, Michael Leguay, nursing homes, senior living, special needs planning, The Estate and Asset Protection Law Firm, VA benefits planning, Victoria Collier

Special Needs Planning

July 24, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Special Needs Planning
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Mike Sammond and Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families. This episode will focus on a special type of estate planning, commonly referred to as special needs planning.

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: estate attorney, estate planning, estate protection, Law, Legal, medicaid planning, senior salute radio, special needs planning, The Estate and Asset Protection Law Firm, VA benefits planning, Victoria Collier

Four Types of Estate Planning

July 10, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Four Types of Estate Planning
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Mike Sammond and Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families. This episode will focus on Four Types of Estate Planning.

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: estate planning, Four Types of Estate Planning, medicaid planning, Mike Sammond, special needs planning, The Estate and Asset Protection Law Firm, VA benefits planning, Victoria Collier

Business Planning and Succession Planning for Seniors

June 26, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Business Planning and Succession Planning for Seniors
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Mike Sammond and Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families. This episode will focus on business planning and succession planning for Seniors.

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: estate planning, medicaid, medicaid planning, planning for seniors, senior planning, special needs planning, Succession Planning, The Estate and Asset Protection Law Firm, VA benefits planning, Victoria Collier

Digital Asset Administration

June 12, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Digital Asset Administration
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George Ligon and Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.

Victoria Collier and George Ligon/The Estate & Asset Protection Law Firm

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

 

Tagged With: Digital Asset Administration, elder law, estate planning, George Ligon, medicaid planning, senior salute radio, special needs planning, The Estate and Asset Protection Law Firm, VA benefits planning, Victoria Collier

Explaining Reverse Mortgages for Seniors

May 22, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
Explaining Reverse Mortgages for Seniors
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Broadcasting from the Infinite Energy Center

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.

Daniel Wolbe/Liberty Home Equity Solutions

Since 2004, Liberty Home Equity Solutions has stayed true to their mission of helping clients build financial independence and security through home equity solutions. Over the years, they have grown from a small start-up to one of the largest Home Equity Conversion Mortgage lenders in the nation. They have helped over 50,000 seniors obtain access to the equity in their homes to help them live more comfortable and financially secure lives.

A Home Equity Conversion Mortgage (HECM) loan – also known as a reverse mortgage – can be an important financial option for seniors, their family members, and financial professionals to consider as part of an overall retirement planning strategy or to help meet cash flow needs.

A HECM loan is insured by the Federal Housing Administration (FHA) and allows senior homeowners 62 and over to access part of the equity in their home to help them live more comfortably during retirement. With a HECM loan, there are no monthly mortgage payments; no upfront lender fees; and fixed and variable rate options.

Borrowers must live in the home as their primary residence and continue to pay for property taxes, insurance and home maintenance based on program guidelines as established by the Federal Housing Administration (FHA). Failure to meet these requirements can trigger a loan default that may result in foreclosure.

Victoria Collier/The Estate & Asset Protection Law Firm

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: dan wolbe, daniel wolbe, decatur attorney, elder law, estate & asset protection law firm, estate planning, estate planning attorney, fha loans, hecm, home equity, home equity conversion mortgage, home equity mortgage, law firm of victoria collier, liberty home equity solutions, medicaid planning, reverse mortgage, reverse mortgage advisor, senior citizens, senior law, special ned slawyer, special needs planning, VA benefits planning, Victoria Collier

The Georgia Advanced Directive for Health Care

April 10, 2019 by Mike

Gwinnett Studio
Gwinnett Studio
The Georgia Advanced Directive for Health Care
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Mike Sammond and Victoria Collier

Senior Salute Radio brings timely information to leading age Boomers and Seniors addressing the issues of aging, care-giving and maintaining quality of life. Learn from both professionals and regular people going through the process with their families.

The Estate & Asset Protection Law Firm was established to serve the legal needs of senior citizens when their health care needs increase. The Firm focuses its entire practice on Asset Protection and Estate Planning matters, which encompasses the areas of Medicaid Planning, VA Benefits Planning, Special Needs Planning, and Estate Planning. Victoria Collier has grown her law practice through her personable nature and good management skills. The office is located in downtown Decatur, GA. The Firm makes house calls to those clients who are unable to come to the office. They understand that you might not be able to make it into the office, so they have no problem coming to you! Take comfort in knowing that it is the mission of Victoria Collier to support her clients in the creation of a long-term care plan for preserving assets, maximizing independence, and enhancing quality of life.

Tagged With: elder law, elder law attorny, estate planning, law firm, Legal, maximizing independence, medicaid planning, Mike Sammond, preserving assets, quality of life, special needs, special needs planning, The Estate and Asset Protection Law Firm, The Estate and Asset Protection Law Firm of Victoria Collier, The Georgia Advanced Directive for Health Care, VA benefits planning, Victoria Collier

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