The Top 20 Intersections of Long-Term Care with A Client's Planning:
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Healthcare Planning
- Investment Planning
- Cash Flow Planning
- Risk Management
- Legacy Planning
- Medicaid Planning
- Income Planning
- Charitable Giving Planning
- Asset Protection Planning
- Business Succession Planning
- Debt Management Planning
- Special Needs Planning
- Elder Care Planning
- Wealth Transfer Planning
- Philanthropic Planning
- Social Security Optimization
If your role includes ANY of these, you should address Long-Term Care Planning for your clients, as discussed here: Yes, Actually,
Long-Term Care Planning is Your Job!