Description
The Barton case centers around a married couple with elderly parents. They are making decisions for the parents well being physically and financially. Both husband and wife are aware that their parents will need financial assistance in the near future. The couple does have a college aged child.
Learning Objectives
1. Insurance planning solutions for long term care insurance.
2. Development of both Medicaid and Medicare needs
3. Review Reverse Mortgage as a solution
4. Review Dependent Tax Credit as a solution