Life Care Planning

Our life care planning services empower individuals and families to prepare thoughtfully for the future. We provide expert assistance with long-term care arrangements, financial planning, and complex legal issues in an effort to support a smooth and dignified aging process. Central to our approach is advance care planning—ensuring that any healthcare treatment aligns with personal values, wishes, and preferences. We also help identify and educate designated surrogate decision-makers, so they fully understand and can honor care choices with confidence and compassion. Our comprehensive support includes:

• Advance directive and POLST guidance to ensure your wishes are documented and respected

• Referrals to elder law attorneys for estate planning, guardianship, and legal protections

• Connections to insurance advisors for long-term care coverage, Medicare/Medicaid planning, and supplemental policies

• Financial planning support to align care goals with available resources

• Ongoing advocacy and liaison services between families, providers, and care communities

• Education and empowerment for surrogate decision-makers and
loved ones