Inheritance Planning Made 123Easy
Welcome to Inheritance Planning Made 123Easy, where father-son duo David and Ian Schaeffer bring a family-centered approach to inheritance planning, retirement security, and building legacies that last. As part of American Retirement Advisors, David and Ian have helped countless families protect what matters most and ensure that what they’ve built is preserved for generations to come.
In each episode, they’ll walk you through the essential steps of inheritance planning, from organizing vital documents to protecting assets, minimizing taxes, and communicating family values and goals. With a focus on the “3 P’s” of inheritance planning—Prepare, Protect, and Preserve—they’ll show you how to align today’s financial choices with tomorrow’s family needs, keeping relationships and family dynamics at the heart of the process.
David and Ian don’t just talk about inheritance planning for clients—they bring their own family into the conversation. Join them as they discuss the plans David is putting in place for Ian, his sister, and granddaughter, sharing personal stories and expert insights to help you make confident decisions for your loved ones.
Whether you’re just starting your inheritance planning journey or refining an existing strategy, Inheritance Planning Made 123Easy offers clear guidance, real-life examples, and practical advice at every stage. Ready to take the next step? Tune in, and let’s make inheritance planning simple, supportive, and family-focused!”
Inheritance Planning Made 123Easy
S1E42 - Long Term Care insurance... What is it? Who Needs it? And why?
Without proper planning, the costs and decisions will fall on your loved ones...
In this week's episode, we tune into a conversation between our top Advisors at American Retirement Advisors. These experts share their thoughts about Long Term Care Insurance, long-term planning, and hurdles many folks have faced in the past. Most importantly they share their solutions and guidance.
Planning costs you nothing but a little time... Don't wait until it is too late.
Have a story about Long Term Care you want to see published?
Send it over! - adam@ara123.com
Get in touch:
Email: Adam@americanretire.com
Direct Phone: 602-281-3898
National Helpline: 877-220-1089
Online at:
65andCounting.com
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Hey folks! Nursing homes? Nursing at home? We’re gonna cover that sensitive topic known as Long Term Care that while scary, is VERY important to talk about this week on 65 and Counting!
Intro
After last weeks episode, the team at American Retirement Advisors had an absolutely amazing conversation about Long Term Care insurance and we want to include YOU in the conversation. So today we’ll give you an inside look on a conversation between all of our top advisors about Long Term Care planning!
Play recording
Wow! All very important stuff to think about! And, if it’s got your head spinning, there’s no need to stress! We’re here to help! Just give us a call. I’ll include all of our contact information in the description of the episode!
Also, Marc brought up a great point! If you’ve got an experience you want to share with us, let us know and it may be included on one of our future episodes!
Thanks for tuning in this week and learning a little more about Long Term Care! Next week, David Edge is back to read our April American Retirement Advisor Newsletter! Dont forget to like the video, subscribe to our page, and share with all your friends! But most importantly, have a great week!
