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ABCs of Long-Term Care and Legal Planning

Discover strategies to effectively manage a loved one’s care, stay in control, and reduce financial burdens on the family during a medical crisis.

As a caregiver, you know better than anyone that good help and clear guidance is hard to find.

You may be struggling to pay for long-term care services, hitting roadblocks and waitlists trying to get your loved one placed in an appropriate facility. You may also be constantly fighting with doctors, hospitals (or even family members), because you don’t have the necessary legal or financial authority to oversee your loved one’s affairs and/or care.

Solid legal and financial planning is your answer and can help you put an end to the confusion and overwhelm you may currently face.

Download our free Ebook to discover:

  • Critical conversations you must have with a sick or disabled loved one to simplify your job as a caregiver and help you carry out your loved ones wishes with grace and ease.  
  • The truth about Medicare and why these benefits cannot be used to pay for long-term care (and why families who believe this often end up with thousands and hundreds of thousands of dollars of medical debt!);
  • How to use legal planning to get your loved one eligible for Medi-Cal benefits instead, which covers costs that MEDICARE does not—even if your loved one initially has too much income or too many assets to qualify.  
  • The most important legal documents you need to  stay in control of your loved one’s medical and financial affairs, without having to deal with the expenses, delays, and intrusions of the local Courts.  
  • How to access additional income sources (such as  Veterans benefits) or medical resources in the community that you may not currently know about.  
  • Easy ways to enlist help from on-call agencies, family members, and concerned loved ones to prevent caregiver burnout and financial ruin. (More than half of caregivers struggle with depression and 47% of caregivers will blow through their life savings trying to help a loved one! You will learn easy ways to avoid this!)  
  • The most important information to gather from your loved one so that you are prepared to “pull the trigger” on your care plan in the midst of a medical crisis.

As Seen On


My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.