The complex issues facing seniors and their families in all areas of life present unique
challenges when starting the process of planning for estate and asset protection, as well as
current health concerns or decline. In the highly specialized area of senior life and Medicaid
planning, experience and compassion are critical elements when choosing who you can trust
to develop the best plan for your loved ones. It's not just the name, it's the professionals
with the knowledge, credentials and experience behind it that define it's value.
Attorney Thomas Clougherty, Esq. CFP®, CELA* and Rita Evans, RN-CCM® know that these questions can only be
answered by experienced, dedicated professionals who solve challenges like these on a daily basis – with
over 18 years of combined experience, they have helped thousands of individuals and families in all phases
of planning for long-term care. One of the most common questions from children of aging parents who have
done inadequate planning or none at all is: How can I avoid making the same mistakes my parents made?