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What we do
Sometimes our loved ones need our assistance more & more as they age. This can be taxing on us physically, emotionally & financially. Are you wearing out faster than those you care for? We help with the following:
- Of the many programs available, which are best suited for your loved ones to get the care they need?
- What programs are available to keep your loved one(s) at home rather than in a facility?
- What assets can they keep and what assets are subject to so called “Spend Down?”
- What are the options to protect all assets from “Spend Down?”
- What are our rights & responsibilities in this process?
- Coordinating of various services or placement assistance if they need to be in a facility.
These are just a few of the many things we do in assisting our families. This is coordinated with your legal, financial & tax advisor to ensure the plan will work best for you.
To know all of your options call today for a NO-COST, NO-OBLIGATION Consultation and get the facts.
The number is (559) 230-1648 for the office of Soutas & Associates.
Watch to see a client’s personal experience with working with us.
What does Soutas and Associates do to help families?
Yes, we help families avoid Spend-Down by protecting their assets. We also assist you if a loved one needs more help to find appropriate help, if they need to be in a facility, we help find facilities that will work best for their needs.
What if you or a loved one is becoming a “prisoner in their own home”; not comfortable getting out on their own or driving any longer?
What if they don’t need twenty-four hour care, they just need a little help once in a while?
Read More»Orval’s story of Long-Term Care Medi-Cal
Orval’s wife had been on Long-Term Care Medi-Cal, and then in time she got better and came home. After some time she again went back in the hospital and on to the nursing home and needed more care than Orval could handle at home. He re-applied for Long-Term Care Medi-Cal and was told she did not qualify, they had to Spedn-Down his assets. Orval knew, before contacting us at Soutas & Associates, that he could spend down on himself rather than the nursing home. So he painted the house, stained the deck, bought a new mattress, and bought a new Lexus. He spent down on himself where he could in a practical way yet Medi-Cal continued to deny his wife’s Long-Term Care Medi-Cal.
Read More»Retirement without Starving – Bert and Amy
- At October 3, 2011
- By Soutas & Associates
- In Featured, Retirement
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Retirement without starving is really about many things. Making sure we do not outlive our money or income is a major concern. There are issues as to what income you have and/or your spouse will have if one of you passes away; how do we replace this loss of income? How do we increase income without increasing taxation?
Read More»