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Long-Term Care Planning

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Estate and Living Trust Planning Retirement Planning Long-Term Care Planning College Funding Planning Income Protection Planning

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Long-Term Care Planning

Retirement planning includes many fun and exciting aspects such as considering goals and lifestyle aspirations. However, any complete retirement plan also includes long-term care planning.

Long-term care includes planning for:

  • Accommodating your needs as you age
  • 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 can be relied on for specific types of support, such as in-home care
  • Personal preferences on the type of medical care received, including specifying personal decisions about an advanced directive, assisted living, and other aging supports
  • Specifying how 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 financial advisor with the expertise to build your plan from scratch. We can help you find peace of mind when looking past your short-term financial goals.



Long-Term Care Planning Includes

Protect Your Income

Invest in financial products specifically for long-term care, such as long-term care insurance. These resources can cover daily and medical expenses.

Inflation

Create a detailed long-term care plan. You may want to include your family members. This plan is unique to you, including medical and business considerations.

Save Up

Saving money for a "rainy day" is always a good habit. When it comes to long-term planning, setting aside money as an explicit part of your plan is crucial.


Long-Term Care Strategies