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Helpful resources for families and loved ones.

We have compiled this partial list of available free online templates and links for things that are commonly used in the process of old age planning.

Case Studies

Medicaid benefits for long-term care are difficult to obtain. Each case is different and it’s hard to know how the rules and regulations apply in your particular circumstances.

Our cases studies make it easier to understand how Medicaid eligibility works and how Certified Medicaid Planners can help in your case.


Here is a series of videos we’ve prepared to keep you up to date on all the details of Medicaid for long-term care.

Care Planning Docs

For later life planning, a number of legal items are recommended to put into place in advance of needing care.


In our work, we have had the opportunity to work with some fantastic organizations and discover some important and very helpful resources.


Education for families and loved ones. Read more on our Blog.