
Long-term Care And Estate Planning In Retirement
The Retirement Solution · Jon Hicks
July 2, 202413m 47s
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Show Notes
Jon shares a personal story of the financial challenges his family faced when his father became incapacitated and emphasizes the need for proactive planning to avoid leaving important decisions to the courts.
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Topics
retirement planninglong-term care planningestate planningasset protectionincome generationtax strategywealth transferfinancial advisor