Utah Senior Planning

We help families plan for Long Term Care by addressing deficiencies in their current legal/estate planning, retirement and tax planning, insurance, and investments. The financial outcome of long term care planning is most favorable when it is done in advance but the bulk of our clients need immediate care and financial relief. We help guide families to a suitable care setting (at home, in assisted living, or in skilled nursing), negotiate the payment arrangements, and then qualify the individual for benefits like disability, Medicare, Medicaid, and VA. In our office we have elder law and estate planning attorneys, a geriatric care manager, tax professionals, insurance advisors, and financial planners that collaborate as a team to protect the money and to make it last as long as possible.