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Discover Planning Options For Your Situation
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Who needs a plan?
Myself
My Spouse
A Loved One
My Client
Are they
currently receiving care?
Yes,
they are
receiving care.
No, but
they
will need care soon.
No,
they are
not.
What type of long-term care
are they
receiving?
In-home care
Assisted living
Nursing home
How soon until
they will
need long-term care?
Within the next 30 days
Within a year
Closer to 5 years
Are they
concerned about future long-term care costs?
Yes,
they are
They are
unsure.
Are they
hoping to pass on a legacy for future generations?
Yes
No
Not sure