Parent Care 360
To view a copy of our Parent Care 360 ™ brochure, click on the image below.
A Single Process to Answer so Many Questions
Independence ... Autonomy ... Freedom ...
Become even more important as we age. The many physical, legal and financial decisions can become overwhelming as we make our long-term life care decisions:
- Where will I live...
- What kind of care is available...
- Can I afford it...
- What legal documents are needed...
- What financial decisions must be made...
- What is my financial legacy...
- Where do I get help...
How do you stay independent?
How can I lighten the burden on my family in the future?
Parent Care 360 may be the best answer for you and your family
Parent Care 360 is a process for planning for your care as you age in a way that allows you to communicate your wishes and desires, consolidate all your financial, legal and care decisions, yet stay connected to a family and community.
The Parent Care 360 Process...Control, Consider, Act.
We help you determine your vision of your long-term care future by engaging you in questions about areas of importance to you that let you design your future experience, instead of relying on someone else's plan for you.
We help to coordinate with your advisors an assessment of your current persona, physical, emotional and intellectual situation to capitalize on your many strengths while taking into account any challenges you may have in each of these areas.
With your advisors, we will help you decide the best place for you to live and how to take advantage of all that the situation offers- whether it be your home, a retirement community, or assisted living facility.
We consolidate and organize your financial affairs so that you and your trusted advisors: accountant, attorney, investment, health care planner or physician can all work together on your behalf.
We make sure you have the appropriate legal and health care documents to help you carry out your wishes now and in the future.
We review all of your information in order to minimize the challenges that you face, consider all the alternatives available to you, maximize your existing resources and ultimately develop one coordinated plan of care and distribution.
We combine care assessment with asset transfer and protection strategies in concert with your legal counsel.
We help to coordinate with your advisors an assessment of your current persona, physical, emotional and intellectual situation to capitalize on your many strengths while taking into account any challenges you may have in each of these areas.
With your advisors, we will help you decide the best place for you to live and how to take advantage of all that the situation offers- whether it be your home, a retirement community, or assisted living facility.
We consolidate and organize your financial affairs so that you and your trusted advisors: accountant, attorney, investment, health care planner or physician can all work together on your behalf.
We make sure you have the appropriate legal and health care documents to help you carry out your wishes now and in the future.
We review all of your information in order to minimize the challenges that you face, consider all the alternatives available to you, maximize your existing resources and ultimately develop one coordinated plan of care and distribution.
We combine care assessment with asset transfer and protection strategies in concert with your legal counsel.
A simplified, balanced and objective approach to your future
Our unique approach to your situation creates control for all the details of your care, a context for easy decision making and the ability to let you focus on what's important to you. The process provides a plan and a path for all of your important decisions as you age. It lightens the burden of decision making from your family.
Parent Care 360 allows you to be in charge of your affairs until you are not willing or able to manage them. Even then, all the decisions made by others on your behalf are YOUR wishes and desires.
Parent Care 360 allows you to be in charge of your affairs until you are not willing or able to manage them. Even then, all the decisions made by others on your behalf are YOUR wishes and desires.
Parent Care 360 is a comprehensive and integrated approach to care planning that includes:
Getting control of your finances and future care needs is an important first step to your piece of mind. All of your important documents, contracts and polices, medical records and investments will be gathered in one place.
Consider all of your options regarding finances, legal, living and estate including legacy planning, many times your documents may be out of date or misplaced. Your assets may be retitled to reduce tax exposure.
The Parent Care 360: an annual review and update of your care situation that takes into account changes that have occurred since your original plan was designed.
Parent Care 360 is a comprehensive summary that will capture all of your wishes and important facts and documents. Not only will we produce a written document but an electronic version will be available for all of your advisors and family to access with your authorization.
Consider all of your options regarding finances, legal, living and estate including legacy planning, many times your documents may be out of date or misplaced. Your assets may be retitled to reduce tax exposure.
The Parent Care 360: an annual review and update of your care situation that takes into account changes that have occurred since your original plan was designed.
Parent Care 360 is a comprehensive summary that will capture all of your wishes and important facts and documents. Not only will we produce a written document but an electronic version will be available for all of your advisors and family to access with your authorization.