Planning for care. For life.

Preventing Costly Medical Equipment, Supplies and Adaptive Technology Mistakes

A common observation when our nurse consultants visit a client home is that there is usually a closet or other storage area in the home full of unused equipment, supplies, and adaptive equipment. There are several reasons that this occurs: The client’s needs change, but the recurring monthly supplies order is not updated The family … Continue reading Preventing Costly Medical Equipment, Supplies and Adaptive Technology Mistakes

Special Needs Assessment: Understanding Special Needs Care and Quality of Life Considerations

As a trustee, fiduciary, or guardian for an individual with special medical needs, it is important to fully understand their unique care and quality of life needs to properly administer special needs trusts, supplemental needs trusts and other discretionary accounts. Your role as financial advisor does not stop at managing investments and processing expenditure disbursements. … Continue reading Special Needs Assessment: Understanding Special Needs Care and Quality of Life Considerations

Caregiver Analysis: Finding Clients The Care Support They Need

Individuals with special care needs face unique challenges that require complex solutions to ensure the highest possible level of care and quality of life. Paid caregivers play a vital role in solving these challenges, but hiring and managing this support team can be a daunting task for clients, their families and their advisors. Challenges Hiring … Continue reading Caregiver Analysis: Finding Clients The Care Support They Need