Aug 31, 2022
This week, Diane shares stories from her family and from clients who have shared with her over this past year. These are things our parents have done that caused much stress to the whole family, and they are things that could have been avoided if parents were really thinking about the consequences of their decisions...
Aug 23, 2022
This week, I'm bringing back one of my favorite interviews from the early days of our podcasts. Janeen Salzgeber with https://pathfindersdownsizing.com/ shares what is really involved when we need to resettle into an abbreviated space in assisted living or other care environment. Her Tampa based company helps their...
Aug 9, 2022
This week, Diane shares a case study of her clients, Mark and Sharon. They started planning at ages 61 and 60. They thought they had done all they could with LTC planning, and then the SECURE Act was enacted in 2020. There were now serious tax concerns when their kids inherit their IRAs. Mark wanted to know if there...
Aug 3, 2022
This week, Diane shares three things we need to consider if we are designing a long term care plan with multiple policies over multiple years. Age, health and insurance industry and company changes could cause us to pay a lot more for coverage later. Or we may end up not eligible to buy additional coverage when we...