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Long Term Care Learning

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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What Issues Should I Consider When Purchasing Long-Term Care Insurance?

What Issues Should I Consider When Purchasing Long-Term Care Insurance?

  • LTC needs and services
  • Funding options
  • Policy features
  • Hybrid alternatives
  • Tax considerations

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What Issues Should I Consider For My Aging Parents?

What Issues Should I Consider For My Aging Parents?

  • Examine their finances to determine if they are able to manage their own expenses. 
  • Have access to important documents.
  • Investigate ways to cover the cost. 
  • They may have an estate tax issue in certain circumstances.
  • Beneficiaries are up to date.
  • Manage Capital Gains and Losses.
  • Having a handle on all assets, liabilities and all related financial issues.

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What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

  • Cash Flow Issues
  • Estate Planning Issues
  • Insurance Issues
  • Tax Planning Issues
  • Asset & Debt Issues
  • Other Issues

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