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Seniors & Caregivers: Tax planning for Assisted Living & Long-Term Care Options

Navigating the health care and senior benefits system can be challenging.  Many seniors and their caregivers are not prepared when the situation arises, and they are suddenly faced with the research, requirements, paperwork, and often difficult decisions around choosing the best option for their changing needs. These workshop cover care cost calculations and proper financial planning to reduce the costs and taxes around Assisted Living and Long-Term Care.

The workshops are appropriate for both seniors and caregivers. You may be planning ahead for yourself or your spouse, or you may be a caregiver looking after your parents. We will be holding these workshops in multiple municipalities to help educate people on these very important topics.