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Build your Family Care Plan with a CLTC® Planning Professional
Where do you store your driver's license, health insurance ID card, and Trust and Will?
What medications are you taking and what’s the dosage?
What's the contact information for the advisors in your life (financial, CPA, insurance)?
If you end of in a long-term care state, your family will need this information to confidently help you make important decisions. By securing your passwords, medical records, legal documents, and financial information in one easily accessible place ensures your loved ones can help you quickly and confidently when you need it most.
Do you have a Trust and a Will in place?
Who will you assign as your Health Care Proxy?
Who will make decisions for you when you can’t?
A Written Plan of Care—inspired by military readiness—serves as a roadmap for your future. It outlines your wishes for care, including medical decision-making, living wills, health care proxies, and quality-of-life and end-of-life preferences. This gives your family clarity, removes guesswork, and eases difficult moments.
Where will the funds come from to pay for care?
Are there other strategies and tools available today to allocate for costs in the future?
How will the cost of care impact your lifestyle, other financial obligations, and what are the tax consequences, if any?
Allocating the right resources today can prevent financial strain tomorrow. Our team has researched the best funding strategies available to help you cover future care costs.
CLTC®, as an organization, is an impartial and independent training organization dedicated to helping more Americans plan for long-term care.
A CLTC® is a planning professional who,
- Is interested in helping their clients protect their families and understand how complex that process can be
- Is current in the complexities of long-term care, insurance, retirement, and end-of-life planning
- Can see the bigger picture as it relates to loved ones who will bear responsibility in the event of a long-term care event
- Can frame difficult conversations to help create and enact a plan that provides peace of mind
- Has competence and interest in long-term care planning
