^{Aging Parents, Long-Term Care & Serious Illness}Planning for Care — Whether It's a Parent's or Your Own

A Parent needing care and a serious diognosis bring different emotions, but similiar financial decisions — and neither should wait. We help you handle the financial side, so you can focus on what matters most.

How We Helped Families Plan for a Serious Illness

“My husband Eddie has had a series of serious unexpected and at times life-threatening health issues over the years. Through all of it, Greg and Anna were there for us. They really understood where we were and helped steer the ship, so we didn't have to think about anything else. We knew Eddie was taken care of, and that has been completely reassuring. Anna especially — she's amazing, I call her often, and she's attentive, supportive, and a true friend.”
— Susan O.

“When my father had a medical scare and needed assisted living, we already had an estate plan and power of attorney in place — but the financial institution holding his accounts refused to execute the paperwork, even though everything was in order. It got messy; we ended up needing a lawyer to get it resolved. Through it all, Greg lent an ear, helped me think it through, and reassured me it would work out. We got my father squared away, and that kind of steadiness meant everything in the middle of a hard moment.”
— Kevin B.

Client Testimonials

Preparing for the Expected

Free Guide - Preparing for the Expected

Practical guidance to protect yourself and your family against the financial consequences of deteriorating health

Download Guide

Additional Resources

More Ways to Get Informed

● Critical Estate Documents (Financial & Healthcare)

● Who Is Your Trusted Contact?

● Caring for Aging Parents

● Understanding Extended Care

● What to Look for in an Extended-Care Policy

● Follow Cambridge Cape Cod Advisors on social for ongoing insight

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^{As you navigate care}The Decisions in Front of You

Long-term care planning works best before it's urgently needed. Key areas to address:

● Long-term care funding options (insurance, self-funding, hybrid policies)

● Medicaid look-back period considerations

● Disability income coverage review

● Power of attorney and healthcare directive considerations

● Financial impact considerations for family caregivers, or for time away from work

● Beneficiary designation review

● Family decision-making coordination

These are general considerations — specific ages, thresholds, and deadlines change over time and can vary by situation. We'll walk through exactly what applies to you.

^{our commitment to you}Guided by What Matters Most

Strategies built around you. Values you can count on.

We create strategies tailored to your specific needs and goals. Years of experience have prepared us to guide you through life's transitions, and we do it with trust, honesty, and integrity. We believe values matter, and we live ours every day.

Let's put a plan in place for the care that matters most — so you can have peace of mind.

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^{Contact Us}Let's Start With
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A 15-minute call is the best place to start.

Fifteen minutes is enough to know whether we are the right fit. Reach out and we will find a time.

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Aging Parents, Long-Term Care & Serious IllnessPlanning for Care — Whether It's a Parent's or Your Own