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The Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil Shekerlian
Manage episode 440784336 series 3542787
Alan Armijo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Alan Armijo 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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In this episode, host Alan Armijo dives deep into the intricate relationship between long-term care insurance and estate planning. Joined by Jim Better, owner of Essential Plans of Insurance, and Phil Shekerlian, owner of Bauer and Shekerlian Law, we explore how these different yet interconnected fields intersect. Learn about the benefits, tax deductions for businesses, and the importance of collaboration between professionals. Discover strategies for protecting your assets, understanding the importance of holistic planning, and how early planning can make a significant difference. Whether you're a business owner or an individual, this episode is packed with valuable insights to help you prepare for the future. Don't miss out on this essential discussion on how to safeguard your legacy and ensure a better endgame for your loved ones.
LONG TERM CARE INSURANCE
Jim Better | Essential Plans of Insurance
Power Partners: Estate Attorneys, Financial Advisors, Fiduciaries, CPAs, In Home Care Providers, Nursing Care Providers
Member Since November 2023
Click Here for Account Page
Jim's "Explained Here" Page
BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY
Phil Shekerlian | Bauer & Shekerlian Law, APC
Power Partners: Financial Advisors, CPAs, Real Estate Professionals
Member Since July 2016
Click Here for Account Page
Phil's "Explained Here" Page
- Power Partners USA website - www.PowerPartners.us
- Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)
- Graphics by Debra Armijo - www.iTrustMarketing.biz
- Music by Joan Jones - www.clubjoan.com
Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - info@powerpartners.us 562-843-7801
챕터
1. The Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil Shekerlian (00:00:00)
2. Welcome to B2B Synergy Podcast (00:00:27)
3. Meet the Experts: Jim and Phil (00:00:56)
4. The Intersection of Estate Planning and Long-Term Care (00:01:54)
5. Understanding Client Needs and Collaboration (00:03:39)
6. Power Partners Brought Into The Transaction (00:07:32)
7. Asset Protection, Financial and Legal Considerations (00:09:43)
8. Taxes and Tax Deductions Available to Business Owners and Employees (00:13:30)
9. Common Challenges Coordinating Long Term Care with Estate Planning (00:18:52)
10. Multi-Generational Planning and Hybrid Policies (00:21:01)
11. Common Misconceptions and Myths in Long Term Care (00:25:28)
12. One Take Away from Jim and Phil about The Intersection of Estate Planning and Long-Term Care Insurance (00:28:40)
17 에피소드
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