Long-Term Care Insurance Planning
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Many years ago I learned the hard way how important planning it is to plan for the cost of care.
Many find it to be a difficult discussion which is understandable. Many times we do not know when we will need care; if at all.
I want you to close your eyes and pretend when you open them you need care for an extended period of time.
Now, who or what asset is going to pay for your care? And who will be providing the care? And where will you recieve care?
These are some of the items we plan for; but most importantly is to realize the risk, the cost, and create a plan to pay for care should you need it.
You’ll be doing your children, family and spouse a favor by planning!
LTC Insurance Planning does not offer any legal advice, but we have partnered with an organization that the documents that you will need as you prepare your estate
Would a Will or Trust best suit my needs? Take the quiz
Simple and effective. Every Will Package comes with a state-specific Last Will & Testament, Financial Power of Attorney, and Health Care Directive. All Wills and Trusts handle guardianship for children and backup caretakers for pets.
Powerful and private. Trust Packages come with a Joint or Individual Trust, Pour Over Will, Quitclaim Deed, Power of Attorney, and Health Care Directives. Advanced controls for Special Needs planning and other beneficiary controls.
Many of your clients will already have an estate plan – and many of those estate plans are sitting in a filing cabinet collecting dust. Upload your clients’ full set of documents to get a detailed analysis and action plan for updates and maintenance.
Surprises in life can be fun – surprises after death, not so much. Total Planning is a digital filing cabinet for all of life’s important details, including personal contacts, legal documents, medical history, assets, debts, insurance, real estate, and digital assets.
During life, estate plans need to be shared and discussed. After death, the plans needs to be operationalized and settled. Snug’s platform is designed for family and professional participation, with read-only and collaborator roles.
Get Organized
Family, pets, personal history, and wisdom to pass along to the next generation.
Estate planning, marriage (and divorce), business documents and succession plans.
List of assets and debts to make clear inventories and avoid discovery efforts.
Life, home, auto, and health insurance policies and beneficiaries.
Historical state and federal tax returns and supporting documents.
Social media, cloud storage, photo services, and more digital assets.
Mihalovich Life Solutions, LLC DBA LTC Insurance Planning
Protecting assets from LTC costs
419 Drayton Road
Oreland, PA 19075
© 2023 Mihalovich Life Solutions, LLC