Health Planning

Enjoy more financial security and confidence that your family will be cared for.

Are you concerned about the health of the ones you love and need financial guidance to help you prepare for upcoming events?

We help you create a plan so your loved ones will be well cared for, while minimizing taxes and maximizing lifetime giving. Providing clarity and direction, we will ensure that your wishes are carried out.

Health Events and Concerns

We are experienced in special health planning needs and are equipped to help ensure financial security and protection for you and your family. We will coordinate with your team of advisors to ensure there is a reliable, long-term solution for your greater peace of mind.

For the first time in history, large numbers of American families are coping with the care and support of an aging parent. During the last century, increases in the standard of living and advances in medical technology have led to a drastic rise in the number of senior adults:

• The older population (65+) numbered 44.7 million in 2013 and it is estimated that there will be 98 million older persons by 2060.
• The number of Americans 65+ are expected to grow to 21.7 percent of the population by 2040.
• One in every seven, or 14.1 percent of the population is an older American.
• The older population will burgeon between the years 2010 and 2030 when the "baby boom" generation reached age 6.

An increasing number of families will find that aging parents are their top concern. Most families worry about their parents' finances and living arrangements. Sometimes a retirement pension and Social Security benefits do not cover all their living costs. In addition, they may not be able to keep track of their investments and expenses. At the same time, there may be questions about their ability to care for themselves and live independently.

For others, the primary issues are physical and mental health. As we age we become susceptible to more diseases and are often plagued by serious health problems. Common age-related physical health issues include hearing loss, weakening vision, arthritis, hypertension, heart disease, and osteoporosis. There are also critical mental disorders that commonly afflict the elderly. We often hear of Alzheimer's, senile dementia, and depression. Each of these requires a specific set of treatments and preventative measures. Many times these become the responsibility of the family.

If you happen to be one of these families, there are many resources out there to help. Check out the support networks in your community and online. The Eldercare Locator, a public service of the Administration on Aging, U.S. Department of Health and Human Services, is a nationwide service that connects older Americans and their caregivers with information on senior services. Their website is

We can help turn your concerns and anxieties into support and love as you work to provide your parent with valuable care. We will offer peace of mind and guidance by helping you plan for your parents' finances and living arrangements. We can also answer questions about their ability to care for themselves and live independently.