Senior Planning Services

SilverLeaf 365 Senior Planning services are a combination of care services, resources and financial planning.

Senior Housing Solutions

Senior Care Planning: a comprehensive approach combining legal and financial planning for seniors

Resource Planning

Whether your family member is in need of home health care, assisted living or skilled nursing care, it can cost thousands of dollars each month. Our partners can help you reduce some of those expenses so that you can get the care you need without breaking the bank.

Cost Planning For Senior Care

Many people fail to adequately plan for their long-term care needs. Long-term care is very expensive and can cause people to lose their assets and their homes. It is important for you to complete long-term care planning for yourself as well as for your elderly loved ones.

Our partners are able to help you to complete this planning so you can make certain that your long-term care can be paid for by the state.

Aging in Place Options

Option 1. For seniors who have a lot of equity in their home, don’t have large cash reserves, and are on a fixed income; SilverLeaf 365’s Option 1 can be an ideal solution. 

Step 1. If the current home is not suitable for an aging at home scenario then sell it. Using the proceeds from the sale, pay cash for the replacement property; i.e. condo, ranch style home, etc.

Step 2. Purchase a reverse mortgage. One of the options for a reverse mortgage is a combination of a line of credit and with no monthly repayment for as long as the Senior lives in the home Click Here for more info.

Step 3. Use the line of credit option to have the home modified into an aging in place friendly environment (ramps, doorways, grab bars, kitchen and bath remodels, bedroom, etc.)

Step 4. Working within the monthly payments as a budget, arrange weekly, bimonthly and monthly contract services. Home care professionals will provide the core services you need to age in place comfortably and securely. Our contract services go beyond the care provider to create a turn-key solution providing end-to-end services for everything else you need.

Option 2. For seniors who can afford to pay for home modifications and weekly or monthly service contracts out of pocket, option 2 is a good fit. 

Step 1. If the current home is not suitable for an aging at home scenario then sell it. Find and purchase a suitable replacement property; i.e. condo, ranch style home, etc.. . 

Step 2. Have the home modified into an aging in place friendly environment (ramps, doorways, grab bars, kitchen and bath remodels, bedroom, etc.)

Step 3. Arrange weekly, bimonthly and monthly contract services. Home care professionals will provide the core services you need to age in place comfortably and securely. Our contract services go beyond the care provider to create a turn-key solution providing end-to-end services for everything else you need.

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