Ch. 7 — The Care Question
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LTC Planning Lane Identifier

Answer a few questions to find which long-term care planning strategy may be the best fit for your situation.

Your Profile

1. Approximate total investable assets (excluding pension & home)
2. Do you have family members who could provide care if needed?
3. How important is leaving assets to heirs?
4. Health status (self-assessment)
5. Your age
Spouse age (if applicable):
6. Risk tolerance for unexpected expenses