Practical Planning for Aging & Elder Issues

Seminar recording | Presentation material

As our clients age, new dimensions of planning challenges and opportunities arise. These planning issues are complicated by rising tax rates, growth in health care costs, potential cognitive decline, complex Medicare and long-term care decisions, and caregiver concerns, among other issues. In this webcast, a panel of CPA/PFS credential holders will discuss best practices and practical planning tips for addressing aging and eldercare issues, including:

  • Statistics and studies
  • Managing insurance, tax brackets and cash flows
  • Managing documents and directives
  • Diminished capacity and caregiver issues
  • Retirement projections – accounting for health care costs, addressing longevity and creating withdrawal strategies
  • Digital asset obstacles and resources
  • Eldercare resources
  • And more!