Financial Advisors

What has the potential to destroy all your hard work? Your clients’ long-term care.

  • As a financial advisor, your expertise has helped coach them into as good of a place as they can be.
  • But often long-term care can quickly change a solid financial position to an unsustainable crisis.
That’s where we can help.

  • They key advice you can offer is to inform your clients they have options—much more than simply spend their money on the nursing home.
  • To get the most of those options, they need to seek the advice of an attorney who works in this area daily.
  • This is not an area for dabblers and the estate planner you might refer your clients to isn’t necessarily best equipped at leveraging the rules and more importantly, the exceptions to those rules, relating to government benefits.

We would welcome the opportunity to have a conversation with you so you can learn more about how we can help you better serve your clients.