Elder Care 
Protection Plan

More than just Estate Planning but not quite ready for Life Care Planning. An Elder Care Protection Plan is the link between basic estate planning and Life Care Planning.

Don't Wait Until Something Bad Happens -
 Make a Plan for YOU and Your Family

Elder Care Protection Plan

By offering flexibility, tailored solutions, ongoing support, and expert guidance in legal, financial, and personal domains, an Elder Care Protection Plan (ECPP) aims to promote clients' health, safety, well-being, and quality of life. It provides peace of mind to clients and their families, allowing them to age at home safely, secure their legacy, and access necessary government benefits when needed.

Comprehensive Planning

The Elder Care Protection Plan (ECPP) offers a range of comprehensive planning benefits that empower clients to take control of their future and embark on a well-prepared life care journey. By customizing the plan to each client's unique circumstances, financial situation, and health considerations, an ECPP provides tailored solutions that align with their goals and aspirations. Ultimately, an ECPP offers peace of mind to clients and their families, knowing that their future needs are well-planned and they have a roadmap to navigate the complexities of aging with confidence and dignity.

Asset Protection

The Elder Care Protection Plan (ECPP) offers a range of asset protection benefits that empower clients to secure their assets and financial well-being. An ECPP provides robust asset protection strategies to preserve wealth, safeguarding substantial assets through the use of irrevocable trusts, testamentary Special Needs Trust Wills, or a combination of both. By implementing these strategies, an ECPP helps mitigate risks and vulnerabilities that could jeopardize clients' financial security, shielding assets from creditors, lawsuits, and long-term care costs.

The plan is customized to each client's unique needs, ensuring that asset protection strategies align with their specific circumstances. With built-in flexibility, your ECPP adapts to changing situations, and clients receive professional guidance from experienced legal professionals specializing in asset protection. The ECPP also emphasizes legacy preservation, enabling clients to leave a lasting financial legacy for future generations. With an ECPP in place, clients can enjoy peace of mind, knowing that their assets are secure and their financial future is well-protected.

Medicare Counseling

An Elder Care Protection Plan (ECPP) offers a range of Medicare counseling benefits that empower clients to make informed healthcare decisions and maximize their Medicare benefits. With access to knowledgeable professionals specializing in Medicare counseling, clients receive expert guidance on the available options and plans. Clients also gain a clear understanding of different plans, coverage options, and associated costs, enabling them to make informed decisions that align with their needs. An ECPP aims to maximize benefits by optimizing coverage while minimizing out-of-pocket expenses. It integrates seamlessly with their broader overall plan, ensuring that healthcare decisions align with overall financial and asset protection strategies. 

Future Government Benefits Planning

With a focus on long-term care needs, an ECPP helps clients plan for potential future government benefits such as Medicaid and VA benefits. By starting the planning process early, clients can navigate the complex rules and lookback periods associated with these programs more effectively. With the help expert knowledge, complying with eligibility requirements, and maximizing benefits, clients can secure their financial well-being and gain peace of mind for the future.

Personal Care Assessment and Trust Funding

An ECPP involves personal care assessment tracking, which serves as a baseline for monitoring clients' health changes over time. By establishing a solid foundation for care planning, proactively monitoring health changes, and ensuring proper trust funding, an ECPP minimizes potential complications and ensures that clients' assets are effectively utilized to meet their care goals. This commitment to personalization, adaptability, and future-readiness sets ECPP apart as a valuable and dependable elder care protection solution.

Is an Elder Care Protection Plan Right for You?

See if you (or your Loved One) qualify for an Elder Care Protection Plan with a complimentary assessment call. During this call, we can assess how best to serve your specific needs and determine the best course of action for You and your Loved One.

ECAA eBook: Ten Unintended Medicaid Mistakes

Discover the Ultimate Guide to Empowering Your Elderly Loved One's Care Journey

Our FREE eBook dives into the essential steps to ensure she receives optimal care in the right facility. Moreover, we'll equip you with strategies to safeguard her assets and secure the necessary coverage for nursing home care.

Don't let financial concerns deter you from providing top-notch care – we'll guide you through the process of preserving financial stability.

Expert Guidance

We’ve helped hundreds of families protect millions of dollars of hard-earned assets over the last 30 years – and we can help you too!

Proven Methods

Overcome the challenges that most people face and start using strategies that have worked for hundreds of other families.

Crisis Planning

Quit stressing over what to do or how to do it and let us guide you every step of the way so you're prepared to handle anything.

The Right Facility

Help your Loved One find the "Best Fit" Facility to suit their needs. Make sure their needs are met, and their comfort is considered.