Protect your assets with help from Lauffer & Associates, LLC

Protect Your Estate by Planning for a Long Term Care Event

Planning for long-term care involves preparing for the possibility that you or a loved one may need assistance with everyday activities due to aging, illness, or disability. It's a crucial part of retirement planning and can help ensure comfort, dignity, and financial stability in later years. We can help you with some key steps to consider when planning for long-term care:

Understand the Types of Long-Term Care
Assess Your Risk and Needs
Explore Payment Options
Legal and Financial Planning
Regularly Review and Update Your Plan

As circumstances change, it's important to review and update your long-term care plan. This might include changes to your health, financial situation, or personal preferences. Regular reviews ensure that your plan remains relevant and effective.

This is a multifaceted process that requires careful consideration and proactive planning. By taking these steps, you can better prepare yourself and your loved ones for the future, ensuring that your long-term care needs are met with dignity and respect.

Take Our Long Term Care Survey

In an effort to better serve you and our future clients, we have
developed a long-term care survey - but we need your help!
By completing the short, six-question survey linked here, you can help us gather the information we need
to shape our business to better serve the community. As an added bonus, completing the survey will
give you the opportunity to receive a copy of the book "Tax Free Benefits for Long Term Care in a Post-Covid World".
Thank you for your business and for helping us grow.

Take the Survey

* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company 1690455-0621

** Although an external index or indexes may affect contract values, the insurance strategy/contract does not directly participate in any stock or equity investments. You are not buying shares of any stock or index. The interest credited is limited by either placing a cap on the amount of interest that can be earned (“cap” rate) and/or requiring a specified rate that must be surpassed within the index before interest will be credited (“spread rate”). The interest credited on your contract may be affected by the performance of an external index. . You are not buying shares in an index. The index value does not include the dividends paid on equity investments underlying the equity index or the interest paid on any fixed income investments underlying any bond index. These dividends and interest are not reflected in the interest credited to your contract.

These concepts represent our current understanding of the law in general and are not to be considered legal or tax advice. Income, estate, gift and generation skipping tax rules are subject to change at any time. This is not an attempt to give legal or tax advice. You should consult with your legal or tax advisor regarding your individual situation before making any tax related decisions.

Protect your assets with help from Lauffer & Associates, LLC

Protect Your Estate by Planning for a Long Term Care Event

Take Our Long Term Care Survey

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