Healthcare expenses can significantly impact legacy and wealth transfer goals if not properly integrated into comprehensive estate planning.
Consider these statistics:
- 70% of Americans will need some form of long-term care (LTC)
- LTC expenses typically range from $70,800 to $127,752 annually
- The average couple will incur $330,000 in healthcare costs in retirement
This session provides valuable information to help protect your overall financial plan from the uncertainty and inflation of medical costs, such as:
- Pre-retirement healthcare bridge strategies for those who retire before age 65
- Long-term care considerations and planning strategies
- How to build your healthcare reserves
- Health insurance options before and after Medicare eligibility
- Investment approaches for healthcare expenses
- How health savings accounts (HSAs) provide triple tax advantages
Planning for healthcare in retirement
Plus Advanced Strategies to Help Leave a Secure Legacy for Your Family
Original Air DATE: Wednesday, August 20, 2025
Learn how to build healthcare risk management into your comprehensive financial plan to help protect against medical cost uncertainty.
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