Providing asset preservation solutions for estate planning and elder law attorneys and their clients.
De Pere, WI
Joined March 2009
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You can find our Compliance Director, Collin Terry, in Austin, TX, for the 2026 LCPLFA Annual Training Conference this week! ⚖️ If you're here, we'd love to discuss how Krause can support your business! 🤝 #KFEvents
Industry experts believe that offering #LongTermCareBenefits to employees could help bridge the coverage gap in America. Discover how this trend could affect your approach to asset protection strategies, care conversation timelines, and more. ✔️
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Many negative thoughts about #SeniorLiving are cultural, not factual. Explore how this affects the senior living care market, as well as how you can best assist your clients in need of care. 💡
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You can find relevant Medicaid and long-term care planning examples valuable to your practice in our library of #CaseStudies. Download for free when logged into Attorney Access. ✅
access.krausefinancial.com/e…
As an elder law professional, being informed on #NursingHomeRights is important. Feel confident in protecting, advocating, and advising some of the most vulnerable clients by exploring this information. 👇
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Are you new to transferring assets to an MCA or looking to refresh your knowledge? Earn free CLE by joining Collin Terry tomorrow, February 10, as he breaks down everything you need to know. 💡 Register here: loom.ly/63KNn40
Earn free CLE by joining Collin Terry, MBA, CLTC, on February 10th for a discussion of best practices—and common mistakes to avoid—when transferring assets into a Medicaid Compliant Annuity. 💡 #MCA Register here: loom.ly/63KNn40
Our parent company, @Krause_Group, and its agency division, @KrauseAgency, have acquired a preneed insurance division, significantly strengthening its ability to support funeral pre-planning needs. Learn more: loom.ly/M3Dr4-0
An #MCA can be a great solution for a client experiencing the financial burden of long-term care. Help clients protect their hard-earned assets with this powerful solution, and we'll be here to help you make this product part of your practice. ⚖⚖️
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If you find your #lawfirm frequently gets stuck on its goals, there might be some problems to address. These tips can help you adjust and overcome some common roadblocks: loom.ly/K2OILfU
Did you download your 2026 #KrauseReport? ⬇️ Equip yourself with clarity and confidence in your #longtermcare and Medicaid planning expertise with the latest version! Claim yours: loom.ly/SoyIjwk
The first months of the year can be a great time for #attorneys to reset and reconnect with clients. 🤝 Check out these tips for strengthening relationships and improving your business development efforts: loom.ly/Foy7hBo
Lawyers have an ethical duty to protect their firm and its data. 💻 But security is everyone’s responsibility. Protect your clients and your firm by creating an effective cybersecurity plan now. 📝 #DataPrivacyWeek
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David Currie is excited to be in sunny San Juan, Puerto Rico, for @TheMDSolution's Attorney Advantage Meeting! ☀️🌴 He's ready to have energizing conversations and make meaningful connections. 🤝 If you're attending, come say hello! #KFEvents
According to recent data from CMS, Americans age 65 and older make up 10 percent of those enrolled in #Medicaid. Find out which expenditures are most common among this age group and how the program helps: loom.ly/Cb9Jjow
With the oldest of the Baby Boom generation turning 80 in 2026, and 70 million to follow, many will not have a #LongTermCarePlan in place. This presents a great opportunity to add elder law to your practice. 🤝
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This week, our very own Taylor Marquardt is attending Wisconsin NAELA's 2026 Elder Law and Special Needs Law Workshop. ⚖️ She's having an elephant-astic time at the Kalahari Resort in Wisconsin Dells and can't wait to connect with elder law professionals! 🐘🌊 #KFEvents
The 2026 #KrauseReport is here! 🎉 Our signature guide equips you with the latest insights on long-term care and Medicaid planning for the new year. Download yours: loom.ly/SoyIjwk
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We're excited to congratulate two of our sales team members on their promotions! Taylor Marquardt has been promoted to Sales Manager, and Justin Linzmeier is now Senior Benefits Planner. Join us in celebrating their new roles! 🎉
Earn free CLE by joining Collin Terry, MBA, CLTC, on February 10th for a discussion of best practices—and common mistakes to avoid—when transferring assets into a Medicaid Compliant Annuity. 💡 #MCA Register here: loom.ly/63KNn40
Our office will be closed in honor of Martin Luther King Jr. Day. We will return to normal business hours tomorrow, January 20. #MLKDay
