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In this episode Jared discusses elder care planning with Brian Levy, Chief Relationship Officer at Manchester Care Homes and Cambridge Caregivers. They break down the elder care continuum, from in-home private caregiving to assisted living and care homes, and explain how families should think about these decisions before a crisis occurs. Brian shares insights on the true cost of care, what long-term care insurance does and doesn’t cover, and why understanding current care needs is critical. This episode provides a practical framework for incorporating elder care into a broader financial plan.
For more information and show notes visit: https://bwmplanning.com/post/120
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
By Brownlee Wealth Management5
1313 ratings
In this episode Jared discusses elder care planning with Brian Levy, Chief Relationship Officer at Manchester Care Homes and Cambridge Caregivers. They break down the elder care continuum, from in-home private caregiving to assisted living and care homes, and explain how families should think about these decisions before a crisis occurs. Brian shares insights on the true cost of care, what long-term care insurance does and doesn’t cover, and why understanding current care needs is critical. This episode provides a practical framework for incorporating elder care into a broader financial plan.
For more information and show notes visit: https://bwmplanning.com/post/120
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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