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Health Care and Long-Term Care Planning

The possibility that you, your spouse, or a parent will need to go into a nursing home at some time in your life is very real. This type of care is very expensive and generally not covered by Medicare or Medicare supplement policies. We create a plan to help you protect your life savings, including your home, from the burden of expensive nursing home costs.  Planning includes:

  • Assessing the risk and if mitigation strategies are required, asset or insurance-based 
  • Assessing tax-free funding options for health care
  • Looking at all aspects of funding your elderly care needs
  • Analyzing legal options for your elderly care needs
  • Identifying parental care requirements and funding options

Resources

Avoiding Cognitive Decline

Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Retirement Traps to Avoid

Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Learn More

Understanding Extended Care

Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mdaniels@revivalwealth.com  |  704-644-3540

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