How to Talk to Clients About Long-Term Care Planning

Henderson, Karen
May 2006
Journal of Financial Planning;May2006, Vol. 19 Issue 5, p32
Academic Journal
The article provides advice for financial planners who wish to talk to clients about long-term care planning. A six point list includes suggestions that financial planners need to understand the aging process and what constitutes daily care, understanding the health care system and its costs, understanding what financial options are available and being able to explain them to clients, planning the presentation carefully, and realizing that this can be a difficult conversation for clients. Also included is a list of prime candidates for the discussion.


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