Create a Financial Plan

Minimize Financial Burdens – Introduction

What does it mean to minimize financial burdens for your loved ones? This lesson introduces the areas that need attention during the LifePlanning process.

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 | Minimize Financial Burdens – Introduction
My plan to minimize burdens on my fiduciaries: (select as many as apply)

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