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Ways We Can Help
Our Services
Retirement Planning
Helping you plan for a comfortable retirement by structuring your income and assets to meet both immediate and future needs.
Long-Term Care Planning
We assist in identifying and structuring long-term care options, including nursing homes, in-home care, and other healthcare solutions, while ensuring the protection of assets from potential medical expenses.
Asset Protection
Structuring financial accounts and investments to minimize risks associated with medical costs, ensuring that your wealth is preserved for future generations.
Estate Planning
Developing an estate plan that reflects your wishes, optimizes tax strategies, and facilitates the smooth transfer of assets to your heirs.
Social Security & Medicare Optimization
We guide clients through Social Security and Medicare enrollment, maximizing benefits and ensuring that you’re taking full advantage of available resources.
Frequently Asked Questions
Knowledge Center
What is elder planning?
Elder planning helps older adults and their families prepare for aging-related needs, including healthcare, legal, and financial decisions.
Do I need elder planning if I already have a will?
Yes, a will is just one part—elder planning also includes power of attorney, healthcare directives, long-term care options, and more.
Is elder planning only for seniors?
No, it’s beneficial to start planning in your 50s or 60s—or even earlier—to ensure everything is in place well before it’s needed.
I'm no millionaire—do I still need elder planning?
Yes. Whether or not you have a large estate, elder planning ensures your finances are in order if you’re incapacitated or need care—and protects against fraud or missed bills . It prevents your family from facing confusion and unnecessary legal costs.
What happens if I become incapacitated without proper planning?
Without legal and financial documents in place, your loved ones may need to go through court just to make basic decisions on your behalf—creating stress, delays, and even family conflict. A proactive elder care plan ensures your wishes are honored, and trusted individuals are legally empowered to act.
What essential documents should be in place for elder care?
A strong elder care plan typically includes:
Durable financial power of attorney
Medical power of attorney (healthcare proxy)
Living will/advance directive
HIPAA authorization
Updated will or trust
Long-term care insurance or Medicaid strategy (if needed)
Why should I choose a CPA firm for elder planning instead of just a lawyer?
Lawyers handle legal documents—but a CPA brings the financial strategy to the table. We help manage cash flow, taxes, benefits planning, and long-term asset protection. When we collaborate with your attorney, the result is a more complete, more coordinated plan.
How do I get started?
Just contact us for a consultation. We’ll review your situation and help create a customized plan that fits your needs and goals.
More FAQs here.
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