Financial Style: Understanding Tax and Financial Benefits of Lifecare
This session is an education virtual session on how Lifecare at Edgehill helps you predict and manage your care. Sean Dowling, Certified Financial Planner and Enrolled Agent, discussed the financial benefits of Lifecare and answered any tax and investment questions.
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About this Event
This virtual session covered:
- Advantages of Lifecare
The various benefits of Lifecare, which provides a predictable cost for life and gives you the comfort of knowing about future care expenses.
- Housing and Care Options
A combined housing and care option that helps retirees predict and manage the costs of their care.
- Protecting Against Healthcare Costs
Ways to help prevent high healthcare costs and preserve your hard-earned assets and the tax bonus of fees that may be deducted as a prepaid medical expense
- Avoiding Common Pitfalls
How to avoid common tax and financial mistakes to protect you and your loved ones.