Not all of our clients have an aging parent; sometimes it\’s a family member, spouse, or even their own challenge. Life can be rolling along smoothly, and then suddenly a surprise diagnosis or injury. That\’s one of the things we help with – when life throws you that curve. If you have ever wondered how the heck you\’re going to pay for long term care and make sure that your estate isn\’t totally drained – you understand all too well how unnerving it can be.
One of the things we specialize in is assisting clients to preserve their assets, while qualifying for Medi-Cal benefits. No one wants to feel like a burden to their spouse or adult children. Planning For Seniors analyzes your income and assets, and then offers you a well-thought out path forward. You can feel confident, when working with Planning for Seniors, that we will advocate for, and educate your family, on the best path forward for your unique situation.
Once we take a client on, that client is a client for life. That\’s right, Planning for Seniors will be there to assist our clients and their families as life progresses, all the way until the end of the journey. If you have questions, please contact our office at 530-671-3308.