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PowerPoint Presentation

The important conversation you need to have about care and housing expenses. Offers a profile of aging, care and housing options and considerations for your clients as well as tools to grow your business.

  • Apr-14-2021
  • Presentation
  • advisor
  • PUB ID: TAPX592609

The Hidden Costs of Aging Financial Professional Presentation

The important conversation you need to have about care and housing expenses. Offers a profile of aging, care and housing options and considerations for your clients as well as tools to grow your business.

  • May-03-2021
  • Presentation
  • advisor
  • PUB ID: TAPX592697

Legg Mason Coverdell ESA Certification Rollover Assets Form

Certify your rollover assets coming from a Coverdell account

  • Dec-04-2020
  • Account Maintenance Form
  • public
  • PUB ID: LMFX016681

Emergency Contact Information

A listing of the key service providers and/or contacts for one's home. Created to help family members, loved ones or neighbors step in during an emergency.

  • Sep-16-2020
  • Worksheet
  • public
  • PUB ID: TAPX016164-W3

Beneficiary Audit Worksheet

Simple worksheet that makes it easy to review beneficiary designations on life insurance, 401(k) accounts and other key assets. Any and all updates would need to be shared with a financial professional.

  • Sep-30-2020
  • Worksheet
  • public
  • PUB ID: TAPX011115

PowerPoint Presentation

The important conversation you need to have about future care and housing expenses. An overview of age-related care and housing options, providing an excellent starting point for understanding this important subject and for initiating a plan with family and your financial professional.

  • Apr-14-2021
  • Presentation
  • public
  • PUB ID: TAPX589174

968914-TAPX588558 Aging Conversation Starters Rebrand_v3.indd

Suggestions for how to start the conversation with clients about planning for potential care and housing costs related to aging.

  • Apr-14-2021
  • Brochure
  • advisor
  • PUB ID: TAPX588558

Selecting a Geriatric Care Manager Worksheet

A guide to asking the right questions about credentials and range of experience in evaluating a geriatric care manager.

  • Apr-14-2021
  • Worksheet
  • public
  • PUB ID: TAPX305022-W3

55+ Independent Living Communities Worksheet

This worksheet provides a summary of the type of serves offered at these communities and questions to use when assessing each residence.

  • Apr-14-2021
  • Worksheet
  • public

Role of the Trustee

Definition, description and listing of key duties performed by a Trustee.

  • Sep-16-2020
  • Worksheet
  • public

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