We are a family company focused on helping other families through the often stressful transition of having a loved one receive Assisted Living. In our own family we’ve dealt with Alzheimer’s, dementia, homecare, facility care, hospice care and more. We’ve experienced and understand the financial and emotional devastation this process can do to a family, especially when there is no help. As a response, we began Your Estate Coach and since then we have been dedicated our lives to sharing the positive effects of assisted living planning with the world.
We help our clients understand the importance and value of planning. We are skilled in aiding families needing in home care, assisted living, government benefits, government programs, legal advice, life insurance for people over the age of 50 and more. In addition, we want to help our clients achieve financial success by identifying their unique objectives, life goals and exercise the discipline to reach them. We’re here to not only to give out information, but to help throughout the entire financial process.
To ensure that families know ALL their options to pay for Assisted Living and Long Term Care cost, no matter what the source.
Grow the money you’ve worked hard to accumulate, safely, without any risk.
Protect and preserve your savings from taxes and probate.
Plan the distribution of your life savings to you and your loved ones in the most TAX EFFICIENT ways that meet your financial and personal goals.