Understanding the Tax and Financial Benefits of Lifecare

This virtual session covered:

• Advantages of Lifecare: The various benefits of Lifecare, which provides a set fee for life so that you do not have to worry about accessing or paying for the care you need as you age.
• Housing and Care Options: A combined housing and care option that helps retirees predict and manage the costs of their care.
• Protecting Against Care Costs: Ways to help prevent care costs and preserve your hard-earned assets and the tax bonus of fees that may be deducted as prepaid medical expense.
• Avoiding Common Pitfalls: How to avoid common tax and financial mistakes to protect you and your loved ones.