Your Estate Coach is a Financial Planning firm with a unique niche.  We help families determine the best way to pay for Assisted Living costs - no matter what the source. 

Your Estate Coach (formerly Tate, Miller, Bernard & Associates) was founded in 1980. We are a family owned business that cares for our community.  Let our family help your family, or the families you work with. 

The financial issues that surround the transition to Assisted Living can be very overwhelming, Your Estate Coach helps families feel empowered by looking at all the options – including Veterans Benefits. We help those with many assets, and those without. Call or email us for more information.

Your Estate Coach is not a associated with any state or federal agency and is not a branch of the VA.  Your Estate Coach, is VA accredited for submitting Aid and Attendance applications directly into the VA system for rating and approval.  This website is to provide you with basic qualifications for benefits based on the criteria set by the VA.

Please note that our office only meets with clients with an appointment.

More on What We Do. 

Assisted Living Professionals click here, we can help you help your families.  

Your Loved Ones….Your Security….Your Estate Coach