to worry about

We understand the importance of having your affairs in order.
OUR GOAL: To enhance your experience and set you up for success.
You are told WHAT to do and WHY to do it. We will show you HOW!
Regardless of your situation, we are here to help with our complimentary services.

Many families are not aware that Medicaid Planning begins well before their loved one enters a nursing facility. There are limits to how an individual can give away money or property, which can trigger penalties or ineligibility for government aid.

Our program helps you understand:

  • How and when can I gift assets?

  • What are my state and county guidelines?

  • What assets are exempt from the Medicaid “spend down?”

Medicaid is one of the most important yet most confusing aspects of Senior Healthcare. Our team of Counselors assist families with the education and resources you need to help your loved one understand what it is and be prepared.

Our program includes resources to easily fund Irrevocable Trusts, ensure that every individual has adequate funding for future final expenses, and fully manage your Medicaid application - saving your family time and expenses.

Veterans and their spouses are entitled to many Health and Well-being, Financial, and Funeral & Burial Benefits. When needed, more comprehensive financial planning is available through our accredited veterans planners.

Selling a home may be an emotional but necessary step for your loved ones moving into a senior living community. We assist with a full array of Real Estate sales and marketing services, clean-up, home content clean-out, and other property-related concierge services.

We can assist securing Wills, Living Wills, and Powers of Attorney to make your life easier and protect you and your family.

Your Counselor will walk you through a financial review and explain the asset preservation options that best fit your needs, from an array of Life Insurance, Annuities, and Irrevocable Trusts.

Your family has access to the national Life Celebration Network of Home that offer preferred pricing and a focus on unique and personal experiences. We also offer caregiver, children, and bereavment support groups.

  • Geriatric Care Management
  • Home Care
  • Hospice Care
  • Solutions For Pet Owners
  • And Many More...

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