Protecting the Home and "Aging in Place"
Created on September 07, 2018
Aging in place is a common wish among seniors. Assisting clients with a plan to age in place requires strategic planning, asset protection and working with a team of professionals to seamlessly aid clients in protecting their assets.
This course, presented by Elder Law attorney Melissa Negrin-Wiener, Financial Advisor Katie Coleman, Insurance Specialist Oren Wiener, and Reverse Mortgage Specialist Frank Melia, offers a comprehensive view on the following learning objectives.
- Examine common obstacles elder law practitioners encounter when assisting a client in downsizing, paying for care, and protecting the family home, with a focus on New York law
- Analyze some of the classic planning techniques used by financial planners with regard to planning for long term care
- Review insurance issues with regard to the family home and aging in place
- Explore the use of reverse mortgages as a tool to age in place
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