March 9, 2012

Evaluated Long-Term Care Options

We worked closely with a client to assemble a long-term care plan for a family member. We analyzed the costs of various arrangements (including long-term care facility, assisted living, and independent living with around-the-clock staff). We evaluated the care implications and financial sustainability of each choice, helping our client make an informed decision.

Learn more about our Family Wealth and Estate Planning and Tax Planning and Compliance services.

 

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