Finance and Insurance

Finance and Insurance

Planning for the future involves protecting what you have worked so hard for in the past. As people enter their later years, financial tools and insurance can ensure a secure future and help plan for the known and unknown. From protecting a remaining spouse’s income when the other needs a nursing facility to protecting the home, to leaving and possible inheritance, specific types of financial tools and policies can help the family preserve larger amounts of savings and maintain higher levels of needed care for longer. Often such vehicles as Long Term Care Insurance, Medicaid Compliant Annuities, Final Expense Insurance and certain types of Trusts are used in the planning process.

There are often very specific governmental rules and guidelines which need to be followed to become or remain qualified for medical facilities or home care. It is beneficial to have your specific case understood and prepared by competent professionals in the field.

Trinity Senior Transitions assists families in both gaining a basic understanding of the concepts which needs to be planned for and in assisting in the preparation work prior to speaking to the licensed professionals. This can save families thousands of dollars in professional fees.

We look forward to working with you as you plan your or your loved ones major transitions.

We can be reached at: or by phone: 610-587-2814