FAQs

Estate planning

How do I protect the assets that I have accumulated over my lifetime in case I need long term health care?
Answer: Buying Long Term Care Insurance is one of the best ways to protect your assets. Another way is to consult with an attorney to come up with a gifting strategy to help ensure that your assets go to whom you intended them to go to. The important thing to do is to start this planning sooner rather than later. Typically, in your mid 50’s is a good time to start having this conversation with your financial planner.