The Art and Scienceof Successful Planning
For families caring for an aging parent

Pay For Long-Term Care Without Draining The Savings Your Parents Spent A Lifetime Building (With VA, Medicare And Medicaid Benefits Reviewed Up Front)

Check Your Family’s Care Readiness4 questions. 2 minutes.
Senior Care PlanningVA, Medicare & MedicaidWorks With Elder Law Attorneys

The Three Questions Every Family Ends Up Facing

WhereWhere will care happen?Home, independent living, assisted living or memory care
WhoWho can decide?Powers of attorney, a health care surrogate, a HIPAA release
HowHow does it get paid?Savings, insurance, and VA, Medicare or Medicaid benefits
Check Your Family’s Care Readiness4 questions. 2 minutes.

It Usually Starts With A Phone Call.

A fall. A hospital stay. A doctor says she can't go home alone.

Suddenly you're touring facilities on a Tuesday.

Comparing prices that don't make sense.

Calling the bank for access... and finding out you don't have it.

That's how families make one of the biggest money decisions of their lives.
In a week. Under stress. With half the facts.

Tyler G. Harrelson, President of The Art and Science of Successful Planning

Meet Tyler G. Harrelson

CESCLTCCFS

President and Investment Advisor Representative of The Art and Science of Successful Planning in Fort Myers. Florida State University graduate, with a degree in Risk Management and Insurance.

His practice includes senior care planning: VA, Medicare and Medicaid benefits, coordinated with elder law attorneys.

But none of that matters unless your family has a plan before the call comes.

CRD #2245212. Check the background on BrokerCheck.

Check Your Family’s Care Readiness4 questions. 2 minutes.

Same Family. Two Very Different Experiences.

Planning In A Crisis

Decisions made in days

Benefits nobody knew to look at

No legal authority when you need it

Savings spent before anyone asks questions

Planning Ahead

Care options compared calmly

VA, Medicare and Medicaid reviewed early

Powers of attorney signed while everyone can

A funding plan the whole family understands

Step One Is Paperwork. And It Has A Deadline.

Powers of attorney and health care documents have to be signed while your parent can still sign them. After that, the options get slower, costlier and more public.

5Core documents, reviewed
1Plan the whole family can follow
100%Of estate plans reviewed by a licensed attorney

Answer plain-English questions online. A licensed attorney reviews every plan. Then Tyler checks it against your accounts and beneficiaries.

Typical documents shown. What you need depends on your situation.

Is Your Family Ready? Score It In 2 Minutes:

0 / 8

Tap an answer for each one.

Wishes

Do you know where your parent wants to receive care?

Authority

Is someone legally authorized to act if your parent can’t?

Funding

Do you know how care would be paid for, month to month?

Benefits

Have VA, Medicare or Medicaid options been reviewed?

Sends your answers, name and contact details to The Art and Science of Successful Planning for follow-up. Nothing else. Please don't include account numbers.

Fair Questions:

"Won't Medicare cover this?"

It may cover some short-term care. Long-term care is a different question, and it is worth knowing the answer before you need it.

"Is it too late? Mom already has memory problems."

Not necessarily. There are still decisions to make and benefits to look at. It is worth one conversation.

"Does this mean spending down everything?"

Not automatically. That is exactly the question to answer early, with the right professionals. Medicaid planning involves legal advice from an elder law attorney.

"My siblings don't agree."

Common. A written plan gives everyone the same facts. That alone settles a lot of arguments.

"Who writes my legal documents?"

Not The Art and Science of Successful Planning. A licensed attorney at The Succession Firm, a separate law firm, reviews your plan under its own engagement with you.

"What does it cost?"

That depends on your situation and the work involved. You get the fees in writing before you commit to anything.

Next Year, If You Plan Now

Everyone knows the wishes. Someone has authority. And the money question has an answer.

Next Year, If You Wait

Same hope that it won’t happen. Then a phone call. And a week to figure it all out.

Four questions. Two minutes.
Your call.

Check Your Family’s Care Readiness4 questions. 2 minutes.

The Art and Science of Successful Planning. Fort Myers, Florida. (239) 489-0084.

Tyler G. Harrelson is an Investment Advisor Representative. Not affiliated with or endorsed by the U.S. Department of Veterans Affairs, Medicare, Medicaid or any government agency. Check the background of this financial professional on FINRA's BrokerCheck.

Estate planning documents are prepared through Bloodline, technology by Partner Counsel AI, and reviewed by a licensed attorney at The Succession Firm (Counsel Partners Ltd), a separately engaged law firm, under its own attorney-client engagement. The Art and Science of Successful Planning does not provide legal advice. Outside Florida, documents are handled by appropriately licensed counsel or referred.

This page is general educational information, not individualized legal, tax or investment advice. Recommendations require a professional engagement and a review of your circumstances. Planning does not guarantee any investment, income, tax, probate or asset-protection result. Investing involves risk, including loss of principal. Any calculator on this page is illustrative only and stores nothing.