Where Do You Want Your Money To Go?
One of the ongoing issues we see people struggle with is whether they have enough money to fund their own long-term care plan. It has
asset based long term care insurance
Room For One In The Life Boat
What happens if you are in a situation where you or your spouse or partner can’t qualify for long-term care insurance? Often time’s couples will
More Than a Remodel Required
Most seniors say they want to age in place, meaning spend their final years in their own home. Yet, many fail to realize this dream
What If You’re Lucky?
One of the most common questions our clients ask is “What happens to our premiums if we never need long-term care?” In the past this was
Why Setting Aside Assets Is Not the Answer
Personally, I have met with dozens of advisors including attorneys, CPA’s, financial advisors (fiduciaries) as well as clients themselves who believe the best way to
Client of the month: Limited Pay, Asset Based, Lifetime Benefit
Husband 52 and Wife 50 wanted a long-term care plan that was paid for before they retired. They also wanted to make sure there was
He’s Your Uncle, Not Your Sugar Daddy
For some reason, the majority of Americans believe Uncle Sam is going to take care of them when they end up in a long-term care
Client of the Month – August 2015
Leveraging Qualified Funds into Long-Term Care Husband 65 and wife 64 had a traditional long-term care policy in place that would pay them $200 a
Client of the Month: Using Qualified Funds – May 2016
Husband 59 and wife 61, planning on retiring in the next few years wanted to set up a long-term care insurance plan to protect their