Long Term Care

Value Drive Estate Planning

My approach to recommending estate planning solutions is to consider all the options available to accomplish the client’s objectives. Next, I balance the cost and complexity of more involved strategies against the risk of simpler approaches. The...

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Long Term Care

Long Term Care

After years of advising clients on the benefits and costs of long term care insurance my wife and I decided we should purchase insurance for ourselves. Our decision recognized that statistically at least one of us would need assistance with daily...

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