
July 2025 Newsletter
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...

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

Navigating Medicare Part D: A Comprehensive Guide Medicare Part D offers essential prescription drug coverage to help Medicare beneficiaries manage the cost of medications. Understanding

How Can Seniors Safely Manage Their Medications? Proper medication management is a crucial aspect of healthcare for seniors, ensuring that they reap the full benefits

Trusts are powerful legal tools that allow individuals to safeguard and manage their assets during their lifetime and beyond. By establishing a trust, you can ensure your wealth is preserved, your wishes are honored, and...

My Income Puts Me Over The $2,000 Limit. Does That Mean I Don’t Qualify For Medicaid? Navigating Medicaid eligibility can be complex, particularly in understanding

This quarter, we are focusing on Medicare insurance as we are approaching the annual open enrollment period from October 15th – December 7th. Medicare is a federal health insurance program that offers coverage for individuals...

Is Medicaid Income or Asset Based? Medicaid eligibility is based on both income and assets. Individuals must meet specific income limits and have limited assets

Will Medicaid Pay For Outstanding Medical Bills From Before I Was Approved For Medicaid? If the services were provided prior to the month that Medicaid

Keeping the Mind Sharp: How Seniors Can Stay Mentally Active Staying mentally active is crucial for everyone, especially for seniors. Engaging in activities that stimulate