Off The Clock
Intermediate Asset Protection Planning
Michele Procino-Wells and Amber Woodland work together in this episode to describe intermediate planning strategies. Occasionally, families approach asset protection planning but neither have a current need for long-term care, or five years or more to plan ahead for long-term care. This episode explores some strategies that could work to begin sheltering assets from the costs of long term care while anticipating that health needs might change in the near future.
Michele Procino-Wells and Amber Woodland work together in this episode to describe intermediate planning strategies. Occasionally, families approach asset protection planning but neither have a current need for long-term care, or five years or more to plan ahead for long-term care. This episode explores some strategies that could work to begin sheltering assets from the costs of long term care while anticipating that health needs might change in the near future.