About the Home Sweet Home^™ Trust

You've worked and saved a lifetime to get where you are. But did you know that you could lose everything if you or your spouse require Nursing Home care?  Medicaid requires you to spend almost everything, and what you aren't required to spend can be taken from your family after your death. But it doesn't have to be that way. 

Don't Let the Government Steal Your House

The Home Sweet Home Trust is designed specifically to own the personal residence of a future Medicaid applicant. Five years after the home is placed in the Home Sweet Home Trust, the home becomes an unavailable asset for Medicaid purposes yet remains the personal residence of the Medicaid applicant during his lifetime. Upon death, even if he has received Medicaid benefits during his lifetime, Medicaid has no claim against the home because it is not part of the Medicaid recipient’s estate. The home instead passes down to his children or other beneficiaries. 

Something needed to change

About 10 years ago I recognized that the growth I had experienced to that point could not continue unless something changed. Working harder and longer was not going to be a long-term solution for continued growth of my practice. So, about a decade ago, I explored ways that I could better leverage my time, and attract better, higher paying clients without exponentially duplicating my sales process.  

What changed?

In that time of self-reflection and exploration I discovered the benefits of digital marketing using auto response software.  I discovered that, using computers, I could attract potential clients and educate them on what I could do for them and why they need my services long before they ever scheduled an appointment. Those that would not be good prospects would usually weed themselves out in the process before scheduling a meeting, and those that did meet came to their meeting prepared, with the documents they were supposed to bring, and usually with the expectation that they were going to hire me before the meeting even started.  

Freedom had come

I learned everything I could about automation software and implemented it into my processes wherever I could find. I attended conferences. I subscribed to CRM software. I hired industry experts, and ultimately became a certified expert in the field myself. This single change enabled me expand my practice beyond its then choke point – me – and allowed me to meet with better qualified prospects to whom I could charge dramatically higher fees, resulting in a doubling of my firm’s revenues to seven figures, with little increase in operating costs.

Now helping others

Spurred on by requests from lawyers from around the country to do for them what he did for his own firm, Ronnie has started providing services to the legal community to help other lawyers also get outstanding results through digital marketing and automation.

"Protecting that which our clients treasure most ... Everything they own, and everyone they love."