FamilyAssets solutions are personalized to your family’s unique circumstances and goals.
We work with you in a fast, convenient way with no wasted trips to an office. We deliver our solutions over the phone and via digital tools.
We have families too. We operate with integrity and urgency to deliver the best outcomes available to help your family navigate the realities of aging.
Two minute assessment collecting basic information
15 minute free phone call outlining your financial options
30 minute phone call with expert presenting your detailed financial+care plan
Your family is facing a complex and critical situation. The stakes are too high to rely on anything less than the best
Working with FamilyAssets means you will receive:
Avoid any disruptions in care due to money running out
Top qualify solutions delivered with integrity, urgency and convenience
Protect Your Family's hard earned assets
Here are some questions our clients have asked. If you still have questions please contact us
We built FamilyAssets to help families understand their options for paying for long term care. We have helped hundreds of families answer complex questions about benefits programs such as Medicaid LTSS, Veterans Aid & Attendance, and Home Equity Conversion Mortgages.
We help families access benefit programs while protecting their assets from the high cost of long term care. Unfortunately, because benefits rules are so confusing, many families mistakenly pay more for care than is required and waste valuable financial resources.
FamilyAssets acts as your family’s advocate to identify and access solutions that provide your family with the optimal financial outcome. The FamilyAssets solution is designed to be fast and easy to use so your time can be spent with your family. We use technology to reduce paperwork and reduce time spent driving to meetings and mailing in forms. FamilyAssets helps you achieve peace of mind by delivering the best care and financial outcomes for your family.
We work with experts around the country and provide services in all 50 states in the US.
The cost of our solutions varies based on the situation, and is typically 10% of the annual value of the benefit accessed. Additionally the cost of our service is an allowable spend down expense, which reduces countable assets and improves benefits eligibility.