Elder Care Planning

What is Elder Care Planning?

Elder Care Planning is an integrated planning approach that addresses the health care, legal, and financial issues of long-term care.

What are the goals of an Elder Care Plan?

  • To promote good health, safety, and well-being at all times
  • To assist with health care and long-term care decision making
  • To identify and assess good long-term care, whether at home or outside of the home
  • To identify all potential sources of payment for such care
  • To attain eligibility for public benefits programs
  • To protect family wealth


What services are provided within an Elder Care Plan?

  • Developing and implementing a comprehensive Elder Care Plan
  • Drafting legal documents, such as wills, powers of attorney, trusts, etc.
  • Assisting in asset restructuring
  • Filing applications for VA and Medicaid benefits
  • Providing an initial assessment in your home, residential or health care facility
  • Developing and monitoring a Health Care Plan
  • Assisting with living arrangements and placement
  • Coordinating available community resources
  • Coordinating with family to provide support, guidance, and advocacy


Planning

Many people will require long-term care due to a disability. Many people prefer to receive long-term care assistance at home. Other options include adult day care, assisted living facilities, and skilled nursing facilities.

The financial and family situation often dictates the place where a person will receive long-term care. We assist families in determining what resources and living arrangements may be available given their own particular situation.

PDF Download