Our initial sessions will be dedicated to assessing your current financial and health situation. We will use the information we gather to create a personalized plan to fit your unique needs and goals. We will discuss government benefits programs that help cover the cost of assisted living or skilled nursing care.

With the cost of care being as high as it is, you want to know that a few years of care will not cause you to lose everything you have worked hard for. We will work together to determine what assets can and should be protected and preserved for your loved ones. Concerned that the nursing home or state will take your home? We can help.

Even if you plan on paying for your care in an assisted living or skilled nursing facility, you should consider what will happen if you run out of money and need to qualify for Medicaid. Have you made gifts to others, or transferred money in a way that can get you penalized under the Medicaid rules? For some general rules to follow to avoid unnecessary penalties, please contact us.