Long Term Care Planning

We advise clients and their families planning for long term care needs. We offer clients options for planning and protecting a spouse and/or children to preserve wealth when a family member faces a nursing home admission. When appropriate, we connect clients with other professionals to purchase an annuity, file a Medicaid application, and/or pursue a Medicaid appeal. Our goal is to help clients maintain the best quality of life. In doing so, we provide personalized and thoughtful guidance to assist clients facing a financially and emotionally difficult life transition.

Recent engagements include: