Plan. Protect. Care.

Plan ahead for the costs of in-home assistance and long-term care.
Protect family assets by accessing resources and benefits to support aging seniors.
Care for your senior by making legal arrangements to empower caregivers.

What We Do

We specialize in assisting seniors and supportive family members with long-term care planning. We can can help you rearrange and protect family assets. We can prepare needed legal documents. We can help find available resources and benefits to help pay for in-home assistance, assisted living, nursing home care, and memory care living. We work with clients in California and Wyoming by Zoom conferences and by in-person visits.

We help seniors by reviewing existing legal documents or preparing them when needed. Documents like advance health care directives, durable powers of attorney, wills, and trust documents. These need to be prepared with the details and challenges of a long-term care placement in mind. We discuss the financial assets and income of seniors and family members, then propose options for rearranging those assets. This needs to be done to help seniors qualify for available benefits to supplement or cover in whole the significant expenses of in-home health aides and nursing home placements. You don't have to drain away your life savings to pay for long-term care!

We help caregivers get the information and legal arrangements needed to properly support seniors and, when needed, to make important decisions regarding their care and placement. Caregivers need information and legal arrangements to make these decisions without worry and anxiety. Get the help you need to navigate the complexities of long-term care!

Our Services

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