Protect your Assets with Irrevocable Funeral Trusts

Have you ever considered who will pay for your funeral when you pass?

If Medicaid may be needed to pay for care, their rules require you spend ALL of YOUR MONEY for care first AND cash in your life insurance!

Do you want to protect some of your money from going to the nursing home?  Would you like to move some to family instead? Would your parents prefer to leave their money to the nursing home or to their family instead?

Irrevocable Burial Trusts are the one way this can still be done without running afoul of Medicaid rules. No Medicaid penalty periods if done correctly.

It is important to know when to do them, how to do them and the special documentation required to fit the Medicaid rules.

Sign-up for a FREE Consultation below or call The Long Term Care Guy at (920) 884-3030 to learn if this can work for you and your family.

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Learn How to Protect Your Money with An Irrevocable Funeral Trust!

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  • Long Term Care Insurance
  • Irrevocable Burial Trust


Approximately 1 ½ years ago, you had called regarding my mother’s insurance (Phyllis). I told you that we had put her in a nursing home and sold her condo. I was referred to Romeo, The Long Term Care Guy to help with proceeds of the sale of her condo.

Romeo was able to put all of the proceeds in burial trusts for my mother and all of her kids. I was little skeptical at first – wondering if the state was going to come back at me for the money, but he assured us that he had an attorney that would fight it if that happened.

Well it worked! I filed with the state after the sale and they never questioned it. She didn’t have a lot but it was something that in a way she was able to give back to her kids.

It was a difficult, very confusing time and I had no idea where to go – thank you so much for caring enough to make the suggestion! I’ve been wanting to let you know the outcome for a long time and recently saw your advertisement in the Howard Suamico newspaper and it minded me to do so.

Thanks again!


I have been in the insurance industry for 36 years helping my clients with their insurance needs. But if they are in need of Senior planning such as Long Term Care Insurance, Funeral Trusts or other Seniors planning strategies I call Romeo because of his vast knowledge and expertise in this area.

He is a great resource and will present additional ideas that help my client and also earn me additional commissions!!!

Larry Goebel
GOEBEL Insurance & Financial
Fond du Lac WI

Romeo has been helping our clientele for over 30 years. He is professional, energetic and very knowledgeable, not only with Long Term Care but with burial trusts to help save family monies. My last client sold her condo and all that money would have gone to the nursing home if it wasn’t for Romeo setting up family burial trusts. I will always highly recommend Romeo Raabe.

James R. Lenz
G.H. Lenz and Associates
2225 Velp Ave
Green Bay WI 54303
920-434-1609 Phone
920-434-9377 Fax
[email protected]

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