Our special guest for this episode is Nicole Camporeale, Partner at Wiley Etter Doyon, LLC. She will guide us through this conversation starting with the cost of long-term care, how individuals pay for it, and the differences with Medicare. She then addresses some key elements of Medicaid: what does it pay for, the eligibility, how it may apply to a spouse, and the assets that are included. Finally, Nicole shares estate planning options that should be considered in this process.
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Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180
