Pre-Planning Services

With so many people approaching their senior years, proper financial planning that relates to eldercare has become critical. Experience has shown that it can be overwhelming to think through the endless details, and many people aren’t sure where to get reputable information. At Brooke & Schafer, our goal is to supply people with information they can use to make wise financial decisions about eldercare. We provide clients with guidance on how to pay for long-term care and discuss strategies to help protect assets if long-term care is needed. We help determine if you may be eligible for governmental assistance, such as Medicaid and special programs that are available to veterans and their spouses. We will also cover other up-to-date issues, concerns, and trends.

Crisis Planning Services

When individuals are faced with the need for home, assisted living, or nursing home care but have not taken the steps to protect themselves, the resulting crisis may lead to emotional and financial stress. We develop personalized strategies to help cover unexpected medical expenses, as well as to protect family assets. There is no “one-size-fits-all” solution, which is why we help you explore the options available to you, and potentially obtain government assistance, including Medicaid benefits and VA Aid & Attendance pension benefits, a tax-free annual benefit available to veterans and their spouses or widows

At Brooke & Schafer, we are passionate about helping clients protect and preserve their assets, discover ways to cover the cost of long-term care, and reduce emotional and financial stress. In addition to working with clients in our office, we offer complimentary eldercare workshops on a monthly basis at various locations and times around Cincinnati and Atlanta.

Contact us about upcoming Eldercare Workshop.