Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
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Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
Ep. 46 Preserving Your Digital Legacy: Navigating Digital Assets in Modern Estate Planning with Todd Whatley
The Elder Law Coach
20 minutes
10 months ago
Ep. 46 Preserving Your Digital Legacy: Navigating Digital Assets in Modern Estate Planning with Todd Whatley
Send us a text Digital assets are becoming an essential component of estate planning, yet many clients do not realize their significance. This episode discusses practical steps and legal considerations for addressing digital assets in elder law. • Importance of planning for digital assets • Conducting a digital asset inventory • Challenges of accessing digital assets posthumously • Creating a digital asset access plan • Overview of RUFADA and its implications • ...
The Elder Law Coach
Send us a text We unpack long-term care insurance through an elder law lens, from traditional policies and hybrid designs to short-term coverage that pairs with Medicaid timing. Clear frameworks help you advise clients on affordability, underwriting, and when a trust outperforms a premium. • Why a 70% care risk changes planning • Traditional long-term care insurance pros and cons • Hybrid annuity-life structures and payout design • Short-term coverage to bridge Medicaid penalties • Underwrit...
