Intermediate Asset Protection Planning

18/08/2021 27 min Temporada 1 Episodio 28
Intermediate Asset Protection Planning

Listen "Intermediate Asset Protection Planning"

Episode Synopsis

Michele Procino-Wells and Amber Woodland work together in this episode to describe intermediate planning strategies.  Occasionally, families approach asset protection planning but neither have a current need for long-term care, or five years or more to plan ahead for long-term care.  This episode explores some strategies that could work to begin sheltering assets from the costs of long term care while anticipating that health needs might change in the near future.