Utah Senior Planning

Utah Senior Planning helps seniors and their families navigate the legal, tax, financial, and public benefit complexities of long term care. If you expect to receive care at home, assisted living, or skilled nursing, Utah Senior Planning can help. We have a proven track record of saving our clients tens of thousands of dollars in firm specializations like getting your loved one into your facility of choice, negotiating payment arrangements / discounts with facilities, helping resolve large outstanding medical and tax bills, or getting and keeping our clients eligible for Nursing Home Medicaid and Veterans pension benefits. If you’ve hit a wall with a facility, care provider, insurance company, the IRS, Utah Medicaid, the VA, or your own family members, we can help you get over it. The sooner you call, the sooner we can save you time, stress, and money.

Utah Senior Planning helps seniors and their families navigate the legal, tax, financial, and public benefit complexities of long term care. If you expect to receive care at home, assisted living, or skilled nursing, Utah Senior Planning can help. We have a proven track record of saving our clients tens of thousands of dollars in firm specializations like getting your loved one into your facility of choice, negotiating payment arrangements / discounts with facilities, helping resolve large outstanding medical and tax bills, or getting and keeping our clients eligible for Nursing Home Medicaid and Veterans pension benefits. If you’ve hit a wall with a facility, care provider, insurance company, the IRS, Utah Medicaid, the VA, or your own family members, we can help you get over it. The sooner you call, the sooner we can save you time, stress, and money.

28 Reviews

Client Reviews

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    Utah Senior Planning was amazing! Anthony Tran and his co-workers walked us through very complicated and stressful choices that had to be made for my mom's future. I can't thank them enough and recommend them to anyone.

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    After working with Cody for help with my grandparents senior living arrangements, I got a really good understanding of what direction I should take with my grandparents. Definitely recommend this senior planning center if you need some help or guidance.

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    I worked with Jennifer Rigby on my father's benefits after he had a stroke. What a wonderful representative and person! I can't say enough good things about her support during a very difficult time. Five starts aren't enough!

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    Very pleasant. Fast call back. Easiest time I have had since trying to find housing for my dad.

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    Making the decision to place your parent in a nursing home is emotionally draining. Then you add to that by trying to work your way through the rules and regulations of Medicaid. Although our initial contact with Utah Senior Planning was disappointing, my family and I are very grateful for the guidance and assistance we received from Kelly Woodward. We found Kelly to be knowledgeable, empathetic, and diligent throughout a stressful process that included the year end holidays. Thank you, again!

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    We started out with Jeff Balliff and so much was accomplished with him. He helped my 95 year old mother, my husband and myself find the Medicaid and/or Medicare programs that suited our needs. After Jeff left, Jennifer and Rylie took over and did the job that was needed for us. We are so glad to have found your services and we recommend you to our friends. Thank you for all you do and are. Lauren, Jim Varney and Mary MacDonald

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    I would give Utah Senior Planning a 11 out of 10 rating!!! I was one of their 1st clients. Before, I was with a stock broker. He was making $ but we weren't. By some miracle, we found Will & have been with him for over 10 years. My husband passed away & they have been a lifesaver to help me be worry free of future financials.

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    You guys are the best. I am so grateful to have the burden of getting through the maze of Medicade's application process. I presented you some information and you did the rest. Plus to have someone to assist me with insurance needs. Wonderful! Your whole team are so willing to help. Thank you.

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    Very caring people who are on top of my needs. Always available for questions.

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    I had a phone consultation with attorney Landon Sandberg regarding a close family friend whose daughter just passed away without a will. It was a difficult time for all of us and Mr. Sandberg answered my questions clearly and was honest enough to tell me we didn’t need a lawyer – he even gave me the document we needed to handle the deceased affairs. He was compassionate and generous. I would highly recommend him.

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