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Life, Disabilty & Long Term Care
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Social Security Disabilty
Claims Problems – Disability
Group and Employer Disability
SDI State Disability Insurance
SDI for Business Owners
Life & Estate Planning
Business – Key Man Life
Confidential Life Insurance
Beneficiary under 18? Is that permitted?
Estate & Gift Taxes
Health Care Directives
Bank Accounts into a Trust?
Charitable Remainder Trust
Executor – Successor Trustee – What are the duties?
Sample California Will – Where does your stuff go?
Special Needs Trust
Questionnaire for Estate Planning
FAQ’s Detailed from Tax Facts
How to file a Life Insurance Claim?
Find a lost policy
State Guarantee Fund
How much Life Insurance do I need?
Life Settlements – Sell your unwanted policy
Rated – Surcharged Policies
Final Expense – Almost Guaranteed Issue
Confidential Insurance for Elderly Parents?
Term Life Quotes
Universal Life Insurance
Long Term Care
§1035 Exchange of Annuities or Life Insurance for Long Term Care Planning
Annuities to pay for Long Term Care
Immediate Need Annuity Long Term Care Alternative – Genworth
Hybrid Life Insurance with LTC benefits vs Linked – Lump Sum Premium
7 Activities of Daily Living ADL
CA Law – Long Term Care
Can’t afford premiums or not medically qualified
Costs of Long Term Care
Chances of needing Long Term Care?
Employer Groups – Long Term Care
Benefits from Employer LTC are not taxable §104
Tax Qualified LTC Policy
Low Income – Assets Assistance – Alternatives
Medi-Cal Qualification – Nursing Home
Advance Strategic Planning – Medi-Cal
ALW – California Assisted Living Waiver
Medi Cal – Estate Recovery
Mutual of Omaha LTC
Nursing Homes – Assisted Living – Finding and Selecting the best ones
Assisted Living – Residential Care Facility
CCRCs Continuing Care Retirement Communities (CCRCs)
Home Health Care – Finding
South Bay Nursing Homes
1031 Exchange – Investment Property – Rental Units
Single Premium Annuities
Single Premium Deferred Annuity
Business Retirement Plans
Secure Choice -CA State Run Retirement System
Selling and Valuation of an Insurance Practice?
SEP – Simplified Employee Pension
Coverdell Education Savings Account
529 College Savings
IRA – Individual Retirement Account
TSA-Teacher Retirement Plans – Tax Sheltered Annuities
Divorce & STRS – State Teachers Retirement Plan
Recovery from Withdrawls – Q & A from Website Visitor
Individual & Family Health Insurance
2014 Tax Forms & Filing Info
Medicare & Social Security
Sister & Sub Sites
Contact & About Steve Shorr
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