Preparing for
Long Term Care

The Shift from Growth (only) to Asset Preservation

Planning for future care expenses is one of the wisest financial decisions you can make

Planning for long-term care is one of the most important financial decisions you can make. As healthcare costs continue to rise, the need for extended care can place a significant financial burden on individuals and families. Without proper planning, your hard-earned savings and assets could be quickly depleted.

Taking proactive steps today can provide peace of mind and financial stability for the future

By exploring financial solutions now, you can ensure you receive quality care without compromising your financial security or your legacy.

Meet with a Specialist

We’ll listen to your concerns and gather key info.

Create a Personalized Plan

We’ll help you understand your options and choose what’s best for your family.

Gain Peace of Mind

With a clear plan in place, you can focus on what matters most.

Pre-Planning Services

Planning ahead allows you to make thoughtful, informed decisions—before a crisis hits. Our team at Utah Senior Planning helps you create a customized plan that protects your assets, secures the care you want, and eases the burden on your loved ones. 

Estate Planning & Asset Protection

Strategies to preserve wealth

Medicaid
Planning

Helping clients structure finances to qualify

Long-Term Care
Insurance

Get an overview of policy options

Annuities & Investments

How to generate income for care

Veterans Benefits Assistance

Helping eligible veterans access funds

Tax Strategies

Create a tax plan

Insurance Options

Learn about the Medicare options for you

Real Estate

Discuss what is right for you

Learn how these financial solutions; when properly combined, can preserve your legacy.