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Long Term Care Planning: Recap

Long Term Care Planning: Recap

July 02, 2024

Earlier this spring, our team hosted an event reviewing planning and strategy for long term care. Below are some take-aways to consider in the process:

Healthcare Costs Pose Risk -

As healthcare costs continue to rise—a recent study reports that a 65-year-old couple retiring in 2019 can expect to spend $285,000 in healthcare and medical expenses throughout retirement—it’s important to understand how you’ll pay for long-term care.

Creating a Safety Net -

For many retirees, long-term care insurance can offer a helpful safety net for protecting retirement income in the event of a serious illness or incapacitation. Clients often have concerns when it comes time to plan, like not qualifying for a traditional long-term care insurance policy due to age, chronic illness, or other factors. Some are reluctant to pay for covered custodial services that may never be used.

Reviewing Your Options - 

For these reasons and more, options for long-term care planning have become more flexible in recent years. Contact our team to learn about alternatives and the options available to you.