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Article on Planning for Chronic Illness

DementiaRobert L. Moshman (Attorney, New York and New Jersey) recently published his article entitled, Planning for Chronic Illness,The Estate Analyst (Aug. 2013). An excerpt from the article is below:

Chronic illness may be forest that getsoverlooked amidst the trees. It is all around us, affecting about one out ofevery two American adults. Yet, incredibly, it is often invisible to practitionersand ignored during the estate and financial planning process. 

How should financial planning be modifiedto address chronic illness? Here we examine basic strategies and talk to MartinM. Shenkman, CPA, MBA, JD, PFS, AEP, who has developed resources to assistprofessionals in facing these challenges. 

To contact Bob Moshman to be included on his distribution list of his monthly newsletter, email Bob at bmoshman@optonline.net.

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