We take a holistic approach to long-term healthcare planning.
A free consultation to help you . . and us . . .assess your need and determine what programs may be available.
We are part of team that helps you implement your plan. We bring in other necessary experts to help in putting the plan in place. It is your plan . . .you will have choices in not only strategies that are adopted, but the experts that will implement the plan. We work with these specialists throughout the United States.
If you already have some of these specialists, we will work with them. However, we have carefully vetted the experts we use . . .from experienced elder law attorneys to financial planners that understand how assets and income play into the planning process, to CPAs and even former caseworkers who can coordinate the application process for benefits in your area.
Coordinating other programs that may available (such as VA benefits) and private long-term care insurance is important. You may be able to have more than one program to help offset expenses if you were a veteran or surviving spouse of a veteran, for example. And, if you have long-term care insurance, it is important to understand how it affects any planning . . .usually allowing you to protect more assets.
Every plan includes continual monitoring. Most agencies require annual reviews that involve accounting for expenses, updates on income and assets, etc. We provide those services as part of our original package . .. .no additional fees.
Each plan takes into consideration the desires of the applicant, their family members, and state regulations that may limit some forms of planning. We are conversant in the rules of all states and maintain a database of elder law attorneys to assist those clients who do not have such a relationship. So, although the word 'Hoosier' is in the title of Hoosier Senior Solutions, we work in all 50 states to help you through this process.