The CPA trusted advisor is in a unique position to assist his or her clients with the financial aspects for retirement healthcare and other retirement benefit issues because of his or her unique understanding of a range of personal financial planning concerns, including taxation. Clients will be looking to CPAs to assist them in optimizing their healthcare costs during retirement.
This excerpt is from the chapter related to long term care in the Guide to Retirement and Elder Planning: Healthcare Coverage Planning and includes
Chart of activities of daily living (ADLs)
Definitions of the variety of long-term care policies
Explanation of combination policies