When you choose to partner with John Sirois, you have the advantage of working with the attorney and Certified Financial Planner™ who wrote the book on estate and retirement planning in Louisiana.
The essential financial planning book for pre-retirees, retirees and seniors.
If you live in Louisiana, you must read this one-of-a-kind book!
The book explains estate planning techniques to maintain family harmony and control over the distribution of your estate. Detailed explanation of the Louisiana Medicaid long-term care rules and how to protect your home and life savings from nursing home expenses. A detailed discussion of avoiding probate with revocable living trusts is included. Additional estate planning techniques describe how to protect your children or grandchildren from their own mismanagement, creditors and divorces through the use of trusts. Plus powers of attorney, probate/successions, forced heirship, usufruct and naked ownership, and much more.
Detailed retirement topic explanations include making your money last; optimal withdrawal rates; retirement plan rollovers; net unrealized appreciation treatment of employer stock; managing investment risk during retirement; investment selection tools; pros and cons of annuities; required minimum distributions; maximizing tax deferral; beneficiary selection for retirement accounts; Social Security claiming options, and much more.
You can purchase John’s book on Amazon.com >> Order
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