the Kingsburry Group

Full Range of Retirement-Planning Services

Elder Law, Financial Planning/Investments, Insurance, Tax Consulting, Senior Services

Elder Law Services - The Kingsburry Group works with law practices and attorneys specializing in elderlaw care with clients throughout the Mid-Atlantic region.

• Construction of Wills and Durable Powers of Attorney
• Beneficiary Protection Planning
• Estate Planning Review
• Asset Protection
• Contract Review -- CCRC's, Assisted Living or Nursing
• Advice regarding Medicare and Medicaid
• Medicaid Denial Appeals
• Probate Planning

Financial Planning and Investments - Richard A. Onorato, CSA, H. Beck, Inc. (Member NASDA, SIPC)

• Family Solution Immediate Annuities:  Medicaid State Approved
• Investment Portfolio Review and Performance Evaluation
• Investment Restructuring
• Risk Analysis
• Multiple Investment Options:  Mutual Funds, Stocks, Bonds, Money Market
• Channeling IRA, Roth, 401(k) and 403B Retirement Funds/Required Distribution Planning/Stretch IRAs

Insurance - Patrick L. Brown, MBA, CSA

• Long-Term Care Insurance
• Life Insurance
• Guaranteed Issue Life Insurance
• Wealth Transfer Policies (Exclusive Program)
• Annuities
• Reverse Mortgage Options
• Life Settlements Policy Planning and Implementation

Tax Consulting

• Individual, Business, Estate & Trust Tax Preparation
• Preparation of Gift Tax Returns
• Business Succession and/or Transfer Planning
• Ownership Structuring
• Debt Analysis and Restructuring
• Personal and Business Financial Statements

Senior Services

• Lifestyle Transition Assistance
• Housing Options:  Age Targeted Independent Retirement Communities; Continuing Care Retirement Communities (CCRCs); Assisted Living; Nursing Homes
• Home Care
• Adult Day Care
• Clinical Case Management
• Hospice

Health Services - Norman Dy, MD

• Compassionate Care
• Senior Preventive Medicine for Active Lifestyles
• Cardio-Respiratory Program
• Comprehensive Approach to Preventing Disease & Mitigating Current Diseases