Life Care Planning – NOT Estate planning is what is needed for those looking at retirement or are already retired.
Meet Mrs. A who comes to my office with her son and daughter to discuss her options in dealing with her husband’s Alzheimer’s diagnosis. Would she lose her assets? Are her legal documents in order? In discussing the options I suggested to her (as I do to all in similar situations) the issue that she is focusing on revolves around a keen understanding of her husband’s prognosis and understanding of his disease trajectory.
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