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How to discuss long-term-care options with clients Logo aicpa

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  Tracy Stewart, CPA/PFS/CFF |   Free |   AICPA |   01 Mar 2017 |   Journal of Accountancy
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Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.

Topics covered:
  • Personal financial planning: Technical: Risk management & insurance planning: Medical expense & long-term care insurance, Foundational
  • Personal financial planning: Technical: Risk management & insurance planning: Medical expense & long-term care insurance, Intermediate

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