As we age, planning for the future becomes increasingly important. This is especially true when it comes to long-term care. For married couples, this planning is not just about individual needs but is also about ensuring that both partners are cared for—in sickness and in health. October is Long-Term Care Planning Month, which makes it the perfect time for married couples to discuss these crucial considerations.
My clients Ben and Sarah came into the office recently. At 60 years old, they’ve worked hard their whole lives to save up $1.5 million, and they’re seriously starting to think about retirement. But, will that $1.5 million really be enough for them to meet their lifestyle goals and enjoy retirement on their terms? Let’s find out.
Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation. "Sandwich generation" refers to individuals caring for their aging parents and children simultaneously.
