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Krause Financial

@KrauseFin

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Providing asset preservation solutions for estate planning and elder law attorneys and their clients.

De Pere, WI
Joined March 2009
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@KrauseFin
Krause Financial
20 days
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:
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krausefinancial.com
Download a copy of the 2026 Krause Report and stay on the cutting edge of the long-term care planning industry! Claim the latest guide now!
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@KrauseFin
Krause Financial
9 hours
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. 👇 https://t.co/4wKXhSZ5Zk
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elderlawanswers.com
While residents of nursing homes have no fewer rights than anyone else, the combination of an institutional setting and the disability that put the pers...
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@KrauseFin
Krause Financial
1 day
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:
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krausefinancial.com
Join Collin Terry as he discusses best practices and mistakes to avoid when transferring assets into a Medicaid Compliant Annuity (MCA).
@KrauseFin
Krause Financial
21 days
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: https://t.co/XGNBUm8gxo
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@KrauseFin
Krause Financial
7 days
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: https://t.co/Go27127H9G
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@KrauseFin
Krause Financial
7 days
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. ⚖⚖️ https://t.co/qThvJPSNbd
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krausefinancial.com
Help clients in crisis preserve their hard-earned assets and accelerate their Medicaid eligibility. Learn more with the leader in Medicaid Compliant Annuities.
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@KrauseFin
Krause Financial
8 days
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:
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lawyerist.com
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@KrauseFin
Krause Financial
12 days
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:
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krausefinancial.com
Download a copy of the 2026 Krause Report and stay on the cutting edge of the long-term care planning industry! Claim the latest guide now!
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@KrauseFin
Krause Financial
14 days
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:
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attorneyatwork.com
Jennifer Ramsey and Megan Senese: The best business development tip to kick off the new year? Make relationships your priority. Focus on the people who already matter, and nurture those relationshi...
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@KrauseFin
Krause Financial
15 days
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 https://t.co/Kn4m5wYZLS
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clio.com
It's everyone's responsibility to uphold security at your law firm. Which is why it’s you need a clear and concise cybersecurity policy.
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@KrauseFin
Krause Financial
17 days
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
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@KrauseFin
Krause Financial
18 days
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:
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mcknightsseniorliving.com
People aged 65 or more years accounted for 10.2%, or 9.6 million, of the 94 million people enrolled in Medicaid in 2023, according to a new profile of Medicaid beneficiaries released Friday by the...
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@KrauseFin
Krause Financial
19 days
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. 🤝 https://t.co/mBcBHQkm64
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pewresearch.org
Baby Boomers – adults born between 1946 and 1964 – will soon reach a milestone, when the oldest members of this generation turn 80.
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@KrauseFin
Krause Financial
19 days
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
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@Krause_Group
Krause Group
21 days
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! 🎉
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@KrauseFin
Krause Financial
21 days
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: https://t.co/XGNBUm8gxo
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@KrauseFin
Krause Financial
22 days
Our office will be closed in honor of Martin Luther King Jr. Day. We will return to normal business hours tomorrow, January 20. #MLKDay
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@KrauseFin
Krause Financial
25 days
Howdy, El Paso! 🤠🏜️ Aaron Kempen has arrived at the Texas NAELA 2026 UnProgram. He's excited to connect with Texas elder law professionals and discuss how Krause can support their practices. 🤝 #KFEvents
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@KrauseFin
Krause Financial
25 days
In case you missed it, our recent session with Dale Krause is now available on Attorney Access! Listen in as we break down the 2026 #Medicaid Desk Reference and key figures to help your clients. Watch now:
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access.krausefinancial.com
Join Dale Krause, J.D., LL.M., as he discusses how elder law attorneys can navigate crisis Medicaid planning in the new year with the latest figures.
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@KrauseFin
Krause Financial
25 days
When advising crisis planning clients, the printable #Medicaid Desk Reference is a powerful tool to have at your fingertips.📄 Learn what it includes and how you can download this resource for your state:
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krausefinancial.com
Explore the terms used on the Medicaid Desk Reference and learn how they can be used in your Medicaid planning cases.
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@KrauseFin
Krause Financial
27 days
Krause is a proud sponsor of @BambizOnline's Estate Planning & Elder Law Marketing Summit, and we would love to see you there! 🙌 Save your spot for 40% off: https://t.co/i7jO9IcaFt. #EPELMS #estateplanning #elderlaw
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