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September 04, 2024

Long-Term Health Care: Exploring Your Options & Costs

When is the best time to start considering long-term care options?

Most professionals will tell you to do so before you need it. As policy costs go up the longer you wait, it's often recommended to start exploring options by the time you reach age 55. People also commonly underestimate how long they will live and what their health care needs will be as they age. Planning early for the care you may require will give you time to assess your choices, minimize potential costs, and have important conversations with family.

In this session, Chief Planning Officer Jeffrey Levine shares how to consider the need for long-term care into your financial plan.

He covers:

• Potential health care costs and need for long-term care

• What Medicaid covers and why even financially secure individuals should care

• Types of insurance plans available

• Tax implications

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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