The Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil Shekerlian

B2B Synergy - The Power Partners USA Podcast

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In this episode, host Alan Armijo dives deep into the intricate relationship between long-term care insurance and estate planning. Joined by Jim Better, owner of Essential Plans of Insurance, and Phil Shekerlian, owner of Bauer and Shekerlian Law, we explore how these different yet interconnected fields intersect. Learn about the benefits, tax deductions for businesses, and the importance of collaboration between professionals. Discover strategies for protecting your assets, understanding the importance of holistic planning, and how early planning can make a significant difference. Whether you're a business owner or an individual, this episode is packed with valuable insights to help you prepare for the future. Don't miss out on this essential discussion on how to safeguard your legacy and ensure a better endgame for your loved ones.
LONG TERM CARE INSURANCE

Jim Better | Essential Plans of Insurance
Power Partners: Estate Attorneys, Financial Advisors, Fiduciaries, CPAs, In Home Care Providers​, Nursing Care Providers
Member Since November 2023
Click Here for Account Page
Jim's "Explained Here" Page

BUSINESS, TAX, ASSET PROTECTION & ESTATE ATTORNEY

Phil Shekerlian | Bauer & Shekerlian Law, APC
Power Partners: Financial Advisors, CPAs, Real Estate Professionals
Member Since July 2016
Click Here for Account Page
​Phil's "Explained Here" Page

• Power Partners USA website - www.PowerPartners.us
• Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)

• Graphics by Debra Armijo - www.iTrustMarketing.biz
• Music by Joan Jones - www.clubjoan.com

Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [e-mail] 562-843-7801

Bölümler

1. The Intersection of Long-Term Care Insurance & Estate Planning with Jim Better & Phil Shekerlian (00:00:00)

2. Welcome to B2B Synergy Podcast (00:00:27)

3. Meet the Experts: Jim and Phil (00:00:56)

4. The Intersection of Estate Planning and Long-Term Care (00:01:54)

5. Understanding Client Needs and Collaboration (00:03:39)

6. Power Partners Brought Into The Transaction (00:07:32)

7. Asset Protection, Financial and Legal Considerations (00:09:43)

8. Taxes and Tax Deductions Available to Business Owners and Employees (00:13:30)

9. Common Challenges Coordinating Long Term Care with Estate Planning (00:18:52)

10. Multi-Generational Planning and Hybrid Policies (00:21:01)

11. Common Misconceptions and Myths in Long Term Care (00:25:28)

12. One Take Away from Jim and Phil about The Intersection of Estate Planning and Long-Term Care Insurance (00:28:40)