Utah Senior Planning

Utah Senior Planning Explore expert guidance in senior care planning, from Medicare and Medicaid insights to estate and veterans' benefits.

Start your journey to a secure and fulfilling future with our compassionate and comprehensive support. Utah Senior Planning has served Utah's seniors and veterans since 2007. We are locally owned and operated and we strive to help members of our community find the best financial option for their long-term care. Our innovative approach helps seniors qualify for Medicaid assistance to help cover the

cost of long-term care. We can help if you’re already in a nursing home or assisted living and are private paying or if you are still at home but anticipate a future need. We also specialize in pre-planning, long-term care insurance, and estate planning. We will ensure your Medicaid and/or VA Aid & Attendance case is approved in a timely manner while relieving you of the stress involved in the approval process. We will be your advocate with the state and will follow your case through from application until approval. Additional services include Medicare Insurance, namely Medicare Advantage Plans, Medicare Supplement Plans and Part D Prescription Drug Plans.

06/17/2026

Unexpected medical expenses can threaten your financial stability. Let us help you with expert asset protection planning to safeguard your assets and ensure your legacy is managed with care. Secure your future today and rest easy knowing your legacy is protected. Contact us for personalized asset protection strategies!

Manipulating play-dough supports hand strength, sensory stimulation, and stress reduction.Tactile activities can be espe...
06/16/2026

Manipulating play-dough supports hand strength, sensory stimulation, and stress reduction.
Tactile activities can be especially calming and are effective tools for individuals experiencing agitation or restlessness.

Calming moments like these can help create a more peaceful day.

Long-term care isn’t just a possibility — it’s a reality for most families.Yet planning ahead can reduce stress, protect...
06/13/2026

Long-term care isn’t just a possibility — it’s a reality for most families.

Yet planning ahead can reduce stress, protect your assets, and give you confidence in your next steps.

We’re here to help you explore options before a crisis hits.

If you needed long-term care tomorrow, would your family know what to do?Many families don't realize how quickly a healt...
06/09/2026

If you needed long-term care tomorrow, would your family know what to do?

Many families don't realize how quickly a health crisis can turn into financial and legal decisions that need immediate attention.

The good news? Planning ahead gives you options.

Utah Senior Planning helps families understand Medicaid, protect assets, explore care options, and prepare for future healthcare needs—so you can have more control over the outcome, more choices and more peace of mind.

Volunteering in retirement has been shown to reduce depression, increase lifespan, and create a stronger sense of purpos...
06/05/2026

Volunteering in retirement has been shown to reduce depression, increase lifespan, and create a stronger sense of purpose. Giving back supports both emotional and physical well-being.

Planning for retirement isn’t just about money—it’s about meaning. Utah Senior Planning helps families plan for a future that supports both security and fulfillment.

“My income puts me over the $2,000 limit… does that mean I don’t qualify for Medicaid?”This is one of the most common — ...
06/01/2026

“My income puts me over the $2,000 limit… does that mean I don’t qualify for Medicaid?”

This is one of the most common — and most misunderstood — questions we hear.

Many Utah families assume that being over the income or asset limit automatically disqualifies them from Medicaid. But the truth is, eligibility isn’t always that simple. There may be planning strategies and legal tools available that allow individuals to still qualify — even if their income appears too high at first glance.

Understanding how Medicaid income limits actually work can prevent unnecessary stress and costly mistakes.

We break it down clearly in this blog post:

👉 Read here:
https://utahseniorplanning.com/my-income-puts-me-over-the-2000-limit-does-that-mean-i-dont-qualify-for-medicaid/

At Utah Senior Planning, we help families navigate Medicaid rules, income limits, and long-term care planning with clarity and confidence. You don’t have to assume the worst — and you don’t have to figure it out alone.

Navigating Medicaid eligibility can be complex, particularly in understanding how your financial assets impact your qualifications for benefits. In Utah, the process includes unique considerations that distinguish between income and assets, providing pathways for eligibility that might not be immedi...

05/18/2026

Finding the Right Senior Insurance Plan!

Navigating senior insurance plans can be tricky. Let us help you understand the benefits and compare options to find the coverage that fits your lifestyle perfectly. We're here to ensure you have the best protection for your needs. Get in touch and start exploring your options today! 📋💼

Connect-the-dot activities help reinforce visual tracking, focus, and fine motor control.They are predictable and low-st...
05/16/2026

Connect-the-dot activities help reinforce visual tracking, focus, and fine motor control.
They are predictable and low-stress, making them ideal for individuals who benefit from clear start-and-finish tasks.

Simple activities can provide structure, comfort, and calm.

Address

1330 Flint Meadow Drive
Kaysville, UT
84037

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+18015469556

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