Retirement planning in Southern California includes many fun and exciting aspects, such as considering your goals and lifestyle aspirations. But any complete retirement plan also includes long-term care planning.
Long-term care includes planning for:
- Accommodating your needs as you age, such as home renovations
- Medical costs related to aging that aren’t adequately covered by Medicare, including major long-term health conditions
- In-home or residential support, including choices in assisted living or retirement communities
- Who you can rely on for specific types of support, such as in-home care
- Your personal preferences on the type of medical care you receive, including specifying your decisions about an advanced directive, assisted living, and other aging supports
- Specifying how your assets should be used, such as by creating a revocable living trust
Your long-term care plan is unique. You may already know what you want and just need help getting there. Or you may need a California financial advisor with the expertise to build your plan from scratch. Jim Lawless can help you find peace of mind when looking past your short-term financial goals.
What Does Long-Term Planning in California Include?
Peace of Mind
