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My Presentation Was On Medicaid Planning.

The Estate Planning Source, an organization I have been affiliated with for many years, has undergone some challenges lately in addition to the COVID issues facing every other business. With the purchase of the business finalized in May by long-time employee Bobbie Setser, the organization is holding its first Advanced Institute since October 2019. So the week of September 19-21, 2022, I was in Green River, Wyoming.

In addition to the usual education and exchange of techniques with fellow attendees, I had the opportunity to teach a section on “5 Medicaid Planning Techniques to Save the Family Fortune. With all of the myths, folk remedies, and outright misinformation out there, knowing these techniques can help you stand out among your clients and their friends and family members.” With inflation likely to disproportionately impact long-term care costs, the need for effective planning is more important than ever.

Because I was scheduled to teach this important topic, I will be doing several videos and articles on Medicaid and long-term care planning. In addition, I will hopefully have a few videos in September and October recorded on location in Wyoming. Please let us know if you have any questions about Medicaid planning or financing long-term care that we can address in the upcoming content.

In addition, I have also lowered the price of the online Medicaid Planning course at, and there is a free webinar at

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