We assist you in reviewing your or your loved one’s financial situation and how best to finance various elder care options. Working with you and your family, elder law attorneys and/or financial advisers, we can help to prepare and submit benefit applications, including assisted living subsidies, MassHealth (community and long term care applications) and EAEDC (rest home subsidies). We are also skilled at assisting in the long term care insurance claims process and have worked with families for years to ensure that all benefits are appropriately paid.
Please note that we do not offer legal, accounting or financial planning advice. We work with your current adviser or refer to appropriate professionals as needed.
Aging often brings complex financial questions alongside emotional and physical changes, especially when chronic illness, dementia, or a sudden health crisis enters the picture. Reviewing the full financial picture helps families understand what resources are available and how to use them wisely. A thoughtful planning conversation can ease stress by bringing clarity to decisions about housing, daily care, and long-term support, allowing loved ones to focus on relationships and personal well-being rather than paperwork and uncertainty.
Professional care managers work alongside families to help prepare and organize benefit applications and related paperwork, coordinating with elder law attorneys and financial advisers as needed. Familiarity with assisted living subsidies, long-term care insurance claims, and other public programs allows them to guide families through processes that can otherwise feel overwhelming. By acting as an experienced partner in these financial matters, a care manager helps ensure that applications are accurate and that entitled benefits are pursued in a timely way.
Because every household's finances and preferences are different, financial planning for elder care is best approached as an ongoing dialogue rather than a single event. Regular check-ins allow the plan to adapt as needs, resources, and circumstances change over time. With compassionate, knowledgeable guidance, families can move through this inevitable stage of life with greater confidence, protecting both the health and the financial stability of a loved one while preserving peace of mind for everyone involved.