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In this episode, host Alan Armijo dives deep into the intricate relationship between long-term care insurance and estate planning. Joined by Jim Better, owner of Essential Plans of Insurance, and Phil Shekerlian, owner of Bauer and Shekerlian Law, we explore how these different yet interconnected fields intersect. Learn about the benefits, tax deductions for businesses, and the importance of collaboration between professionals. Discover strategies for protecting your assets, understanding the importance of holistic planning, and how early planning can make a significant difference. Whether you're a business owner or an individual, this episode is packed with valuable insights to help you prepare for the future. Don't miss out on this essential discussion on how to safeguard your legacy and ensure a better endgame for your loved ones.
LONG TERM CARE INSURANCE
Jim Better | Essential Plans of Insurance
Power Partners: Estate Attorneys, Financial Advisors, Fiduciaries, CPAs, In Home Care Providers, Nursing Care Providers
Member Since November 2023
- Phone: (603) 964-2020
- Email: [email protected]
- Website: www.epinh.com
BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY
Phil Shekerlian | Bauer & Shekerlian Law, APC
Power Partners: Financial Advisors, CPAs, Real Estate Professionals
Member Since July 2016
Click Here for Account Page
Phil's "Explained Here" Page
- Power Partners USA website - www.PowerPartners.us
- Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)
- Graphics by Debra Armijo - www.iTrustMarketing.biz
- Music by Joan Jones - www.clubjoan.com
Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [email protected] 562-843-7801