Care Managers: Working with the Aging Family: .

Description

Fully revised chapters and online resources
A 10-step process that breaks complex planning into manageable tasks
Letter of Intent now available as a fillable PDF
Excel worksheets for easy planning
New chapters on Foundational Financial Strategies and Tools, and Advanced Strategies and Special Circumstances
Helpful information on ABLE accounts, housing options, and military Survivor Benefit Plans
New planning tips, pointers, and case stories
Guidance on creating a Team to Carry On beyond the parents＊ lifetimes