Your Aging-in-Place Strategy Starts Here

Safeguard your assets, your independence, and your family’s well-being.

Take the assessment now and prepare with clarity and confidence.

Why Planning Matters

Did you know…

If you or a loved one already needed care

- An advisor can help analyze current or past costs of home health care, assisted living, or nursing homes.

- They can review your insurance policies and government benefits to ensure you’re maximizing available resources.

- They provide strategies to manage and protect your assets so care needs don’t drain your finances.

If you haven’t faced care needs yet

- Planning early can save you and your family from financial stress later.

- An advisor can assess your risks and recommend savings or insurance options.

- Early planning brings peace of mind, knowing you’re prepared.

If you prefer care at home

- Understand the true costs of in-home care services.

- Consider potential home modifications needed for care.

- Explore budgeting and financial support options for aging-in-place planning.

If you prefer assisted living or nursing home care

- Get insight into the real costs of different facilities.

- Compare facilities and evaluate financial implications.

- Use strategies to fund care with insurance, savings, or other resources.

If you would rely on savings, investments, or retirement funds

- Learn the most tax-efficient ways to liquidate assets for care costs.

- Discover strategies to protect what remains so it lasts longer.

- Explore alternatives like long-term care insurance or reverse mortgages.

If you’re interested in tax incentives

- Take advantage of government programs that reduce aging-in-place costs.

- Incorporate tax incentives into your overall financial plan.

- Get a comprehensive review to maximize available savings and resources.

If you’re not interested in tax incentives right now

- Advisors can still provide valuable resources and planning strategies.

- Get advice tailored to your unique financial situation and goals.

- Plan for unexpected healthcare costs so you’re never caught off guard.

Take Your Free Aging-in-Place Assessment

This takes less than 2 minutes and your answer remains confidential.

🎁 Bonus: Complete the survey today and be entered to win a $100 gift card to your choice of Maddox Ranch House, Table Twenty Five, or Twigs Bistro and Martini Bar

Return before December 23rd, 2025 to qualify.

Complete Your Aging-in-Place Assessment

First Name *

Last Name *

Email *

Phone *

1. Do you have a spouse, parent, or loved one currently receiving home health care, assisted living, or nursing home care? *

Yes

No

2. Do you have a spouse, parent, or loved one who in the past needed home health care, assisted living, or nursing home care? *

Yes

No

3. If you experienced a health decline, where would you prefer to receive your care while aging? *

At Home

Nursing Home

Assisted Living

4. If you became sick and needed support to continue aging in place, which asset would you liquidate first to cover the cost of your care? *

Savings

Annuities

Investments

IRAs or 401(k)s

5. Would you like to receive free information about government programs or tax incentives that can help support aging-in-place costs? *

Yes

No

6. Have you discussed your aging-in-place plans with your spouse, children, or advisor? *

Yes

No

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Get My Results

Here’s What You’ll Get After Your Assessment:

You’ll receive an email with insights based on your answers.

You’ll receive an email with insights based on your answers.

You’ll have the opportunity to schedule a free consultation with Karla to review your options.

Meet Karla, Your Aging-in-Place Planning Specialist.

For 20 years, I worked alongside my sister helping families prepare for the medical side of their financial and insurance needs. That experience taught me how important it is to truly listen and understand what people need to feel safe and supported as they age.

When my sister passed away unexpectedly at 38, I saw the emotional and financial stress that happens when a family doesn’t have a clear plan in place. That loss changed my purpose. Since then, I’ve made it my mission to help families prepare before a crisis—especially when it comes to aging in place.

Most people want to stay in their homes for as long as possible, but few understand what it really takes to make that happen. My role is to guide you through the options, explain your benefits, and help you create a sustainable plan that protects your health, your finances, and your peace of mind.

Today, I specialize in aging-in-place planning, estate strategies, retirement planning, tax mitigation, and Medicare guidance—all designed to give families security across generations.

I was born in Logan, Utah, raised in Preston, Idaho, and earned my degree in Business Administration from Utah State University. Outside of work, I enjoy traveling, reading, the outdoors, and time with my family.

Planning early isn’t just practical—it’s a gift to the people you love. I’m here to help you build that plan with clarity and confidence.

Understand Your Options

Know the true costs of care before you need it.

Plan Smarter

Use tax incentives and strategies to save more.

Excellence

Live Confidently

Enjoy today knowing tomorrow is protected.

CONTACT INFORMATION :

Phone : +1 435-494-1855

Email : [email protected]

Address : PO Box 121 Brigham City, UT 84302

www.eliteestateplans.com

Any information provided may result in contact by a licensed insurance agent. This campaign is administered through CSI Financial Group.