I provide consultations for specific needs, as well as fixed fee packages for the most common needs (see below for detail).
(1) Rapid Assisted Living, Memory Care or Family Care Home Placement
This is for quick turn-around, long-term placement of patients who cannot live independently (with reasonable assurance of safety and continued best possible quality of life) without more assistance than is currently available, feasible or sustainable, by themselves or their caretakers. This includes assessment and identification of the client and family’s unique and specific needs and identification of three quality communities that best meet these needs and have immediate availability. I provide a short report clearly outlining the relative pros and cons of each facility in the interests of choosing the best available alternative to the client’s current living situation. Especially important is a clear and detailed comparative cost analysis so that the client can decide on the option that provides the best value, as costs can vary greatly depending on duration of residence.
(2) Premium Placement in a Continuing Care Retirement Community (CCRC)
This includes pre-assessment screening tools for identification of the client and family’s unique and specific needs. Using this information, I develop a list of communities; call each to discuss questions specific to the client; then pare the list down to those to visit. The report provides in-depth details on the three most appropriate communities and clearly outlines the relative pros and cons of each so that the client(s) can make an informed choice. Especially important is a clear and detailed comparative cost analysis so that the client can decide on the option that provides the best value, as costs can vary greatly depending on anticipated duration of stay and care needs, as well as the CCRC’s fee model. Each report provides resources addressing the specific needs of the family, including but not limited to guidance on application completion, timing of move, estate sale providers, senior move managers, long term care insurance policy assessment, etc.
(3) Exercising a Long Term Care Insurance Policy
I have helped over 100 families understand their benefits and exercise their long term care policies, working with these companies: Northwestern, Genworth, John Hancock, Prudential, Met Life, Aetna, Continental General, Lincoln and others.
I serve families primarily in the Raleigh/Durham/Chapel Hill/Cary/Apex/Knightdale/Holly Springs/Hillsborough regions in terms of placement issues. However, I have expertise of issues that are not region-specific and am increasingly serving people across the country, as well as internationally.