Our firm practices a life care approach to managing senior care. This approach looks not just at the Legal concerns, but also the Financial and Medical challenges that seniors face. Our plans provide strategies to assist families with solutions for long term care that maximizes one’s financial resources.  This is accomplished through a three-prong approach to elder care.


In our legal approach, we address some of the traditional barrier’s a senior faces. We deal with the estate planning issues involving Wills, Trusts, Probate, and Guardianship solutions. In addition, we utilize and explain how essential documents such as Advance Care Directives, Power of Attorney’s and Deeds provide seniors and their loved one’s important tools to manage their affairs.


Through our analysis of a senior’s finances, we look at strategies that protect an elder’s assets. This is done through Medicaid Planning strategies, which involve helping elders be better positioned to qualify for Medicaid. In addition, we will also review the options of Veterans Assistance and the benefits it offers.


Our Life Care Plan offers elder care coordinators, who are case managers, with years of experience coordinating health care strategies. Our care coordinators are licensed clinical social workers. They are familiar with the local resources to assists seniors in the home. They are also experienced in providing guidance when transitioning a loved into an Assisted Living Facilities or Skilled Nursing Home. If a loved one is in a residential care facility, Care Coordinators make regular visits to assess quality of care and act as an advocate for the senior and their family.

How does a Life Care Plan Work?

Our Life Care Plan works through a unique system that involves a combination of legal, financial, and advocacy teams that work as one to help seniors with their care. This approach helps us develop a plan that results in the best long-term care, considering all the important factors in tandem rather then separately.

The legal team will analyze the senior’s situation to determine what legal strategy is needed to manage the unique concerns. This may involve the implementation of a trust, the drafting of an advance directive, or other strategies that meet a senior’s specific needs.

The care coordinator will do an assessment to determine the senior’s immediate heath needs and what resources are available to address these needs. This often involves assisting an elder while they are still at home.  They provide a plan that considers the financial, health care, housing, and other long term care issues created when a senior suffers from a chronic illness or other functioning disability.  When a senior must transition from the home into a facility the care coordinator will act as an advocate and a guide for the family. This involves being a part of planning meetings at the facility on behalf of the senior and giving guidance to the family regarding their loved one’s condition and care.

Through our asset protection approach our benefits specialist will assist in helping the senior qualify for government benefits such as Medicaid. They will also coordinate with legal team in utilizing what asset protection strategies are necessary for gaining the maximum benefits. In addition, they will also work with the case manager to provide for the best solution to meet the seniors’ specific needs.

The Life Care Plan provides a proactive approach to prepare for a typical health care crisis that often bankrupt and debilitate a senior’s resources and options.  Through this holistic approach a family can be confident they have all the resources available to them to handle any situation or crisis that may arise.

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