We work closely with other professionals in the community, like geriatric managers, attorneys, CPAs, mortgage professionals and financial planners to answer many of the questions that arise in the course of this planning;

  • What are the costs of care in different settings in their area?
  • What role do wills and trusts play?
  • What are the tax strategies involved?
  • What are the best ways to pay for and fund these strategies?
  • Are reverse mortgages appropriate? What role does life insurance play in mortgage protection?