Tag Archives: estate planning

Aging Life Care Managers Ensure Estate Plan Matches Reality of Care Needs

Retirement Checklist

The typical estate planning team most often includes the attorney, an accountant, financial advisor, and sometimes an insurance professional.  With the increased number of older adults in our society and the changing landscape of family systems, there is a growing need for an estate planning team to include the professionals who can make client-specific recommendations … Continue reading Aging Life Care Managers Ensure Estate Plan Matches Reality of Care Needs