Wealth or Health?Wealth or Health?

The modern family will encounter many significant issues as they age, not the least of which are wealth preservation and health care. We, as estate-planning attorneys, are positioned to counsel both individuals and families as they plan for and endure these distinct matters. While clients are concerned about both of these topics, there’s a division between the two. For example, those who are concerned about federal estate taxation are less concerned about accessing and paying for health care, and those who are focused on accessing and paying for health care aren’t as concerned about taxation. Interestingly we, as attorneys, also have a similar dividing line as to our practices. Those of us who select the wealth issues will generally buil...