Planning Tools
Worksheets, quizzes, assessment tools, and checklists to help you examine your own situation and make more informed decisions.
Identify your later life financial goals and priorities:

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For individuals at risk of needing long term care
For adult children of aging parents/in-laws
Identify your beliefs about who should pay for long term care

Conversation Starter
Brief articles to share with family members, reprint in newsletters, or use with clients to help begin critical conversations about financing long term care.

Breaking the Silence: Initiating Family Conversations
About Financing Long Term Care
Critical Conversations About Financing Long Term Care: Can We Talk?
Who Should Pay for Long Term Care In your Family?