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Are you concerned about aging parents?

We help seniors with their health, financial planning, and estate planning needs. We help you through the process of applying for benefits such as Medicaid, Veteran’s Benefits, Medicare, other services. We have a team of professionals that will answer your questions and make sure you get what you need to live your best life. ... See more

Making a decision to move into senior living is often a big life change, but it doesn’t need to feel that way. In fact, most people discover they feel relieved and excited when they live in an environment where they aren’t struggling to manage daily tasks or take care of their home. Since not all senior living is created equal, it is important to know your senior living options. ... See more

At Utah Senior Planning, we help our clients through the process of estate planning and Medicaid qualification. We start by interviewing our clients and get to know them on a personal level. After that, we sit down with our client and create a plan for them based upon what they want to accomplish in the future. With that plan in place, we help them put together all applicable documents and begin filing with the appropriate authorities (Social Security, Veteran's Administration, Medicaid, etc.). We also provide clients with one-on-one financial planning services as well. Whether you are married or single, young or old, we can help you with your financial needs. We will sit down and discuss your current finances, retirement plans, taxes, upcoming bills, and any other concerns you have regarding your finances. With these meetings and interviews conducted, we will work with you during your planning sessions to come up with a game plan that is best fit for you.

www.utahseniorplanning.com ... See more

May your Easter be full of chocolate, bunnies and all the things that make you smile. 🍫🐰😁

Are you a Utah resident who needs help with your finances? Are you worried about how long you'll be able to care for yourself and your family? Utah Senior Planning can help. This is the place to go for information on how to find the best senior care facilities, Medicaid planning, funeral planning, or other services that can help seniors in Utah. ... See more

www.utahseniorplanning.com

Life's a journey. Make sure you know where you're headed. Learn more about our services.

www.utahseniorplanning.com

Utah Senior Planning is devoted to helping Utah senior citizens and their families plan for the future. We are committed to working with you to find the best solutions for your needs. We have the expertise, experience and resources to help you identify the right solutions for you and connect you with the additional services you need and deserve. ... See more

Your needs are important to us. We will listen closely to you and your loved ones, discuss your options, and help put together a great plan for care. We want to make sure that you have time to consider and understand all your options.

www.utahseniorplanning.com ... See more

Call now and learn how you may be able to maximize your tax deductions while paying for senior living. Financial benefits are often overlooked when searching for a senior living community, but understanding the financial aspect of your search is important. We’re here to help!

801-546-9556 ... See more