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This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will discuss “Long Term Care Costs and Options at Varying Degrees of Wealth” featuring Elizabeth Forspan, Esq. Partner at Forspan Klear, LLP.
Today’s show will discuss various options for preparing your clients and loved ones for the high costs of long-term care as they age. Elizabeth will present this topic from the perspective of an attorney who has worked with clients through the wealth spectrum. The conversation will include a discussion on long term care insurance, private pay options, as well as Medicaid. Elizabeth will also discuss the tax issues involved in this planning.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
By Jonathan On Money5
1212 ratings
This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will discuss “Long Term Care Costs and Options at Varying Degrees of Wealth” featuring Elizabeth Forspan, Esq. Partner at Forspan Klear, LLP.
Today’s show will discuss various options for preparing your clients and loved ones for the high costs of long-term care as they age. Elizabeth will present this topic from the perspective of an attorney who has worked with clients through the wealth spectrum. The conversation will include a discussion on long term care insurance, private pay options, as well as Medicaid. Elizabeth will also discuss the tax issues involved in this planning.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.

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