Krause Financial Service

Krause Financial is a leading provider of asset preservation solutions for estate planning and elder law attorneys and their clients. We understand the complexities of long-term care planning and strive to empower attorneys to confidently guide their clients through the process.

Our Team - Guiding You Towards Success

Our team consists of highly trained and dedicated professionals with extensive experience in asset preservation, elder law, and estate planning. We prioritize collaboration, open communication, and continuous learning to deliver impactful solutions for our clients.

How We Can Help

We offer a comprehensive suite of products and services designed to streamline the long-term care planning process for both attorneys and their clients. Our solutions include:

Asset Preservation Solutions

• Medicaid Compliant Annuity: Preserves assets and accelerates Medicaid eligibility.
• Long-Term Care Insurance: Provides financial security for long-term care needs.
• Funeral Expense Trust: Sets aside funds for funeral and burial costs.

Planning & Support

• Tax-Deferred Annuity: Offers a competitive rate of return and liquidity options.
• Whole Life Insurance Estate Trust: Protects assets from estate taxes.
• Non-Medicaid SPIA Refusal Letters: Facilitates the removal of assets from Medicaid eligibility criteria.
• Medicaid Application Support: Assists clients with completing and filing the Medicaid application.
• Fair Hearing Support: Guides clients through the Medicaid denial appeal process.

Additional Resources

• Annuity Valuation: Evaluates existing annuities to determine potential Medicaid compliance.
• Attorney Access: Digital hub offering valuable resources, tools and networking opportunities for estate planning attorneys.
• Educational Resources: Webinars, CLE opportunities, blogs, and reports covering various aspects of long-term care planning.

Empowering Attorneys to Succeed

Krause Financial is committed to providing attorneys with the knowledge, resources, and support they need to effectively guide their clients through the complexities of long-term care planning. Contact us today and discover how our asset preservation solutions can streamline your practice and empower you to provide exceptional client service.