Financial preservation and protection for the elderly.
This article's objective is to share various financial approaches, facts, and opinions that may be helpful to those assisting the elderly. This document has four main sections: a tool kit of ideas for dealing with financial affairs; investment facts, financial planning, and recommendations--a road map for planning and investing; long-term care insurance--who might benefit, and; toward the end, steps to take to preserve wealth when life expectancy is short.
Lammers
Leslie J
LJ
Riverstone Advisors, Scarsdale, NY 10583, USA. Llammers@riverstoneadvisors.com
Eudaly
Courtney A
CA
D000368:Aged; D005376:Financial Management / Q000379:methods*; D005382:Financing, Personal; D006801:Humans; D007353:Insurance, Long-Term Care / Q000191:economics; D007449:Investments; D010934:Planning Techniques; D012179:Retirement