Create a Financial Plan

Paying for Long-Term Care – Tax Considerations

As you put together a strategy for your future that may include Medicaid and/or VA benefits, it is very important to include a plan around tax issues. This lesson explains some of the most common tax issues that can arise when public benefits are used to pay for long-term care.

In this academy

Paying for Long-Term Care – Private Pay

Paying for Long-Term Care – Hiring Caregivers Directly

Paying for Long-Term Care – Reverse Mortgage

Paying for Long-Term Care – Long-Term Care Insurance

Paying for Long-Term Care – Public Assistance (Medicaid)

Paying for Long-Term Care – Public Assistance (VA)

Paying for Long-Term Care – Tax Considerations

Minimize Financial Burdens – Introduction

Minimize Financial Burdens – Assemble Your Resource Team

Create a Financial Plan – Wrap Up

Pause to Plan

Financial | Tax Considerations
Long-Term Care Decisions: (come back to answer this section after reviewing a thorough Financial Dashboard with your financial planner)

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