A second type of planning applies where the threat of long-term care expenses is farther in the future. With the opportunity to plan 5 or more years ahead, clients can consider strategies and tools that will preserve assets and provide for resources to pay for high quality medical care.

The beginning of any discussion of long-term care planning is the Secure Future Conversation™. This involves a one-hour meeting with Attorney Fitzgerald to discuss the client's specific circumstances, the particular risks that they face and some steps that the client may consider. The client can then consider options and make choices without pressure or obligation.