If you’re seeking advice on long-term care at Prospera Wealth, there are key areas that need to be considered. These may include the most tax efficient allocation of the existing savings and investments to help pay care costs, present legal documents such as wills and powers of attorney, and even long-term care insurance.
Legal considerations and incorporating long-term care needs into estate planning, including creating wills, powers of attorney, and healthcare directives can be offered, and irrevocable trusts to protect assets from long-term care costs discussed.
Prospera Wealth’s advisers work with you and the family and will help you devise a plan on how to best utilise your families resources to help pay for care costs, and ensure the needs of the individual needing care are met, whilst helping with succession planning.
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