This quarter, we wanted to highlight our updated website which places an emphasis on our Medicaid Pre-Planning and Emergency Planning services. We have also uploaded our quarterly newsletters to our blog, so you can always...
Understanding which assets are exempt from Medicaid can make a significant difference when planning for long-term care. While Medicaid has strict financial limits, certain assets—such as a primary residence, personal belongings, and specific income sources—may...
Being denied veterans benefits can be frustrating and overwhelming, but a denial does not mean the end of the road. Many veterans are approved after filing a proper appeal with the right documentation and strategy....
Understanding Medicare eligibility can help you prepare for essential health coverage as you approach retirement or navigate disability benefits. Most people qualify for Medicare at age 65, but you may also be eligible earlier if...
This quarter, we are focusing on frequently asked questions regarding coming changes to Medicaid after the “One Big Beautiful Bill Act” was signed into law on July 4, 2025.
Understanding Trusts: A Guide to Protecting Your Assets Trusts are powerful legal tools that allow individuals to safeguard and manage their assets during their lifetime
How to Choose the Right Senior Living Community for Your Loved One Selecting the right senior living community for a loved one is a decision
The Joys of Pet Ownership for Seniors: Enhancing Health and Happiness As we age, finding new ways to enrich our daily lives becomes increasingly important.
This quarter, we are focusing on Utah Senior Planning’s network of trusted professionals who provide a vast array of services that allow us to understand all aspects of senior planning and how everything works together...
What’s the Difference Between Medicare Parts A, B, C, and D? Medicare, the federally funded health insurance program, offers comprehensive coverage for individuals over 65,
This quarter, we are focusing on Medicaid crisis planning. Long-Term Care Medicaid programs have a 5 year look back period, so many seniors prefer to plan ahead for potential long-term care as part of their...
Medicare Plan Options: Advanced Strategies to Minimize Out-of-Pocket Costs Choosing the right Medicare plan is essential for managing healthcare expenses. With various plan options and
