Essentials

The Essentials of Planning for the Future

Every family deserves peace of mind when it comes to aging, care needs, and financial protection. At Elder Advisers®, we’ve built our process around the essentials that safeguard your loved ones, your assets, and your family’s legacy. Whether you’re planning years in advance or facing a sudden change, these core steps create a foundation for security and confidence.

Estate Planning

Plan early to protect your home, savings, and independence. Using the 5-year Medicaid clock, we work with trusted attorneys to help families safeguard assets before care is needed.

Pre-Crisis Preparation

Life can change quickly. Preparing while a loved one is still at home or in assisted living ensures smooth transitions when emerging care needs arise

Crisis Support

When a sudden health event or hospital stay requires immediate placement in skilled or assisted living, we provide urgent coordination and Medicaid guidance to protect families under stress.

Medicaid Protection

From protecting about half the assets of a single person to preserving nearly
everything for married couples, our team handles applications and compliance
every step of the way.

Personal Care Coordination

Healthcare decisions shouldn’t overwhelm families. Our advocates coordinate care, attend facility meetings, and support caregivers, helping loved ones receive the dignity and attention they deserve.

* Elder Advisers® does not provide legal counsel. We can work with your attorneys or refer you to trusted legal professionals who can help you navigate your specific needs.