Overview

This book explains what long-term care is and who may need it. It will educate you about what to do before you become ill, or when you become seriously ill or disabled, what you should do. We urge you to consider how you will meet long-term care needs for yourself and your family. We have tried to provide you with as many options as possible on how to prepare for this potential crisis. As a financial asset manager and insurance advisor, I felt compelled to write this book as a result of numerous experiences I have had with clients, family, and friends who have needed long-term care. Those who planned well maintained their ability to choose the type of care they wanted and also preserved their estates. Others have lost their chance to choose their own care, having been financially, and in many cases, emotionally and physically devastated in the process. Our goal is to see people preserve their assets while maintaining their freedom to choose the type of care that best meets their needs. This book explains what long-term care is and who may need it. It provides checklists to determine your individual needs. It provides guidelines on choosing a professional who can help you design a plan that will preserve the physical, emotional, and financial well-being of you and your family. All of the stories you will read in this book are true. Some are heart wrenching, while others, thankfully, have positive outcomes. The names have been changed out of respect for the individuals and families involved. Please take the time to educate yourself and your family about long-term care. It may affect you when you least expect it. It could mean the difference between financial and emotional security or winding up in a government-mandated facility far from home and family. Scary? Yes! Only you can decide to plan for a secure future -- but do it now.

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9781496059727

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William M. Upson is a financial advisor and registered principal with an NASD/SIPC member firm. His primary focus is income and estate planning for high net worth individuals, successful professionals, business owners, and retirees. He regularly conducts seminars and appears as a featured speaker for government organizations, public companies, charitable groups, and professional associations including: The California CPA Education Foundation; The Society of Financial and Insurance Advisors; Shield Investment Corporation; AmerUs Life; Penn Treaty Corporation; American International Group; Northern California Human Resources Council; Sales and Marketing Association; Board of Realtors, Contra Costa County; State of Washington Association of Insurance and Financial Advisors; The Northern California Regional Financial Planning Conference; The Top of the Table Annual Meeting; and, The National Association of Insurance and Financial Advisors. Upson's topics cover the full range of financially-related subjects, including: Income and estate tax reduction techniques; Business succession planning; Charitable gifting and trusts; Corporate tax planning; and, Tax aspects of long-term care insurance and alternatives. Mr. Upson graduated from the University of Connecticut with a degree in Business Law, and has completed advanced courses at New York University. He is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC) awarded by the American College at Bryn Mawr, Pennsylvania. He is past board member of the American Cancer Society, Habit for Humanity, a trustee of the Endowment Fund, and founder of the Eagle Scholarship Fund.

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