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Eldercare & Special Needs Planning

We help ensure that you or your loved ones receive the long-term care, financial support, and protection needed to maintain quality of life and dignity. We create thoughtful, personalized plans that preserve assets while providing stability.

What We Do:

What We Do:

  • Understand Your Family's Needs. We take time to learn your family dynamics, health preferences, and long-term care goals.
  • Plan for the Cost of Care. We analyze future care scenarios and explore funding strategies, including savings, insurance, and government benefit programs.
  • Protect Assets and Access to Care. We help structure plans that preserve assets while ensuring access to quality care and eligible benefit programs. We coordinate with attorneys for legal documents such as powers of attorney, guardianship, trusts, and benefit-preservation arrangements.



Please note, LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Prentice Wealth Management, LLC and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.