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Extended/ Long Term Care Planning

As we begin to think about retirement we also begin to think about other concerns. Many of us have seen relatives or friends whose situation is altered by the fact that their health, mobility, or mental acuity is no longer what it once was.  Having a plan that will spell out how care can be delivered and funded is an important piece of protecting and enabling you to live comfortably in retirement.  Our evaluation will attempt to:

  • Determine any existing gaps in your Extended Care/ Long Term care plan.
  • Determine appropriate funding vehicles and precautions to protect assets in the event that long term care needs exceed current income.

You should know that just having some form insurance, is not necessarily a Long Term/ Extended Care Plan.