Listen in as host Steve Kuker, President of Senior Care Consulting, visits with Bruce Glenn, Founder and President of Rally Wealth and Benefits. Bruce discusses the importance of estate planning relative to your financial plan, dollar limits, gift tax exemptions, and annual exclusions. He also discusses significant changes coming in 2025 and reviews strategies on how to prepare for those changes. Steve discusses the often misused and misunderstood term “memory care” and breaks it down. He also reveals the top 2 reasons a person would need “memory care” in a senior care community. Spoiler alert: memory care is a special type of care for those with cognitive impairment, it is NOT a level of care and there is no licensure for memory care! #SeniorCare #SeniorCareLive #SeniorCareConsulting #SeniorLiving #KansasCitySeniorCare #SeniorCarePlacement #SeniorCareAdvisor #FinancialAdvisor #EstatePlanning (800) 331-6445
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