Jonathan On Money

Episode 38: IN FOCUS: “Long Term Care Costs and Options at Varying Degrees of Wealth”


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

Jonathan On MoneyBy Jonathan On Money

  • 5
  • 5
  • 5
  • 5
  • 5

5

11 ratings


More shows like Jonathan On Money

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,166 Listeners

The Peter Schiff Show Podcast by Peter Schiff

The Peter Schiff Show Podcast

5,673 Listeners

Orthodox Conundrum by Scott Kahn

Orthodox Conundrum

215 Listeners

The Long View by Morningstar

The Long View

884 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Jewish History Soundbites by Yehuda Geberer

Jewish History Soundbites

451 Listeners

Meaningful People by Meaningful Minute

Meaningful People

1,955 Listeners

The Ramsey Show Highlights by Ramsey Network

The Ramsey Show Highlights

777 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,063 Listeners

Kosher Money by Living Lchaim

Kosher Money

794 Listeners

History for the Curious - The Jewish History Podcast by JLE

History for the Curious - The Jewish History Podcast

192 Listeners

Gedale Fenster - Podcast by Gedale Fenster - Podcast

Gedale Fenster - Podcast

377 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,070 Listeners

Israel: State of a Nation with Eylon Levy by State of a Nation Podcast

Israel: State of a Nation with Eylon Levy

382 Listeners

Stories Of Hope With Tzipora Grodko by Meaningful Minute

Stories Of Hope With Tzipora Grodko

280 Listeners