Bill Borton

Managing Principal
W.R. Borton & Associates
Marlton, New Jersey

Bill Borton is Managing Principal of W.R. Borton & Associates, a specialist in asset protection strategies and extended-care solutions for high net-worth clients. Long-term care planning represents the most significant "hole" in the financial plans of many affluent Americans.  Bill's firm develops individually tailored solutions in coordination with each client's financial, tax and estate planning advisors to transfer this long-term care risk using a wide range of available insurance products.

Prior to W.R. Borton, Bill was a Partner with the HeartSTONE Group, a payroll and HR IT company; Senior Vice President of HRH, an employee benefits broker & consultant; and Senior Vice President of Banc of America Corporate Insurance Agency.

Bill can be contacted by phone at 856.817.6100, by email at info@wrborton.com or through the online form on his website.

Content by Bill Borton

Understanding the Process of Long-Term Care Planning - The Four Principles

There is the portion of life that the majority of us will experience after the retirement years called eldercare.  Very few people plan for this part of their life.

  • 02/19/2016
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  • Retirement
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  • Article

5 Tips for Managing a Long-Term Care Insurance Claim for a Parent or Loved One

Helping a parent, or other loved one, with a long-term care insurance claim can be a daunting proposition. If you follow these steps, you're more likely to get through the claims process smoothly.

  • 01/27/2016
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  • Estate Planning
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  • Article

Long-Term Care Planning: A Two-Pronged Strategy

A sound plan for an individual's Long-Term Care Planning (LTC) strategy addresses two critical components:  the financial effect and the emotional impact on family, friends, and neighbors.

  • 12/17/2015
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  • Estate Planning
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  • Article

Long-Term Care Planning - Policies & Papers

Powers of attorney, living wills, health-care proxies, and similar documents will help make difficult decisions easier in the future, not to mention head off arguments among family members and mitigate confusion for medical staff.

  • 12/01/2015
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  • Estate Planning
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  • Article

Caregiving 101 – The Course You Never Took

Providing help to a parent or older loved one – is something many family members find themselves thrust into, typically without warning or the benefit of adequately preparing.

  • 11/12/2015
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  • Estate Planning
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  • Article

Why Self-Coverage May Not Be An Adequate Substitute for Long-term Care Planning and Insurance

Nearly every American has a huge hole in his or her financial plan that can have a dramatic impact on retirement income, legacy, and the lives of loved ones: The lack of a long-term care (LTC) plan.

  • 10/14/2015
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  • Family Finances
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  • Article
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