Services

How We Serve Families Every Day

Our services go beyond paperwork and planning, we walk alongside families through every stage of the journey. Elder Advisers® provides the tools and guidance you need to face the future with confidence.

Medicaid Planning & Applications

We work with you and trusted attorneys to:

  • Asset protection strategies for singles and couples
  • Handle interviews, filings, and appeals
  • Guidance with over-resourced clients and complex eligibility issues

Irrevocable Funeral Trusts

  • Medicaid-exempt up to $20,000
  • Growth inside the trust, not counted as assets
  • Flexible and portable with any funeral home
  • Provides peace of mind for families and relief from unexpected costs

Estate & Legacy Planning

We work with you and trusted legal counsel to:

  • Secure your home and savings before a crisis
  • Plan ahead with the 5-year look-back period
  • Protect family wealth for future generations
 
 

Personal Care Coordination

  • Patient advocacy and caregiver relief
  • Coordinating with hospitals, rehab, and senior living facilities
  • Attending care plan meetings on behalf of families
  • Helping set realistic expectations for ongoing care

Crisis & Pre-Crisis Support

  • Immediate help when care needs change suddenly
  • Support for adult children making difficult decisions
  • Bridge planning for those in assisted living, rehab, or skilled care