Home - ElderSmart - A comprehensive, holistic approach to supporting elder frailty
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Protecting Elder Well-Being

Life’s a series of chapters. The landscape we face in life’s Elder Chapter is complex and presents high-stake risks that threaten the elder’s well-being from all sides.

Transitioning through life’s Elder Chapter is an Elephant of an issue to deal with. The elephant is chaotic, uncontrollable, and causes great harm to families. The proven way to fight this is by meeting the chaos with organized preparation and clarity.

Only then can we predict the elephant’s next steps and move to protect our loved one’s Legal, Personal and Finanical Well-Being and dignity.

But unless we’re communicating between all the different aspects of the Elder Transition, we become one of the six blind guys encountering parts of the elephant: we only know what we know: we don’t know and cannot create protection for you from what we don’t know.

What’s needed is a comprehensive, customized guide for elders and their families who face the Elder Transition. The ElderSmart® Elder Road Map is this guide for you!

Call now to schedule a complimentary Discovery call!

Discovery Call

Complimentary call with an ElderSmart® Specialist.

Clarity Process

Get clarity on all aspects of your Transition. See what’s in your blind spot.

Road Map

Understand the landscape you’re in. Get clear on your options and priorities.

Guidance

Monthly updates and ongoing guidance. Help when you need it, on your terms.

Community

Elder Well-Being Community connects you and prevents isolation.

Discovery Call

Complimentary call with an ElderSmart® Specialist.

Clarity Process

Get clarity on all aspects of your Transition. See what’s in your blind spot.

Road Map

Understand the landscape you’re in. Get clear on your options and priorities.

Guidance

Monthly updates and ongoing guidance. Help when you need it, on your terms.

Community

Elder Well-Being Community connects you and prevents isolation.

ElderSmart® Programs enhance all aspects of Well-Being

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Financial Well-Being Series

Financial Well-Being: Elder Benefits and Protecting My Assets

This is the short course to take to learn what the law is on protecting assets, qualifying for benefits, the 5 year lookback rule, etc. This course creates clarity and knowledge fast: so that you’re empowered to make the decisions you need to in order to get the best financial outcome for you and your family without risk. Contact us at admin@heartlandlawfirm.com for the next class date!

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Legal Well-Being Series

Free Estate Plan Design Tool – Private Guided Plan Design Process – go at your own pace!

Finally – a tool that puts the client in charge of their planning. Know the protections right for you and build them into your plan. This mini course gives you clarity and immediate peace of mind, and it enables you to get the best price from the attorney of your choice to implement your design. How it works: 1. Register – contact us at admin@heartlandlawfirm.com for the next class date! 2. You’ll get an email with a password to open your confidential and protected access to the course!

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Personal Well-Being Series

Personal Well-Being Self Assessment

The ElderSmart® Process is based on a personalized plan managing and protecting all areas of the elder’s Well Being. This assessment clarifies and creates a plan for you.

A Personal, Custom Roadmap For You

Society lacks a safety net or process to protect elders.
That’s where ElderSmart® comes in.

ElderSmart® has the antidote to the chaos of Elder Frailty. We bring clarity to families by creating personalized Roadmaps that guide and protect you through life’s elder chapter.

A comprehensive RoadMap, properly supported by our Elder Well-Being process, protects the Personal, Legal and Financial Well-Being of your elderly loved one and your entire family system.

Work with us to safely empower your family to establish a personalized step-by-step framework for you.

We Empower Elder Well-Being by creating safety, clarity and a continually updated plan that adjusts to any changes that come your way.

Work with us in whatever way fits you best:

  • Road Map
  • Monthly guidance
  • Elder Advocacy
  • Collaboration with your family
  • Collaboration with your advisor to create a more robust protection for you
  • Create specific targeted solutions

The roadmap is designed for implementation. You can implement it:

  • on your own,
  • with your advisor
  • or we can help you build the support team that’s right for you.

Understand the landscape you’re in and clarify the options available to make your journey better.

With expertise and resources in law, finance, tax, asset protection, public benefits, medicine, social work and geriatric care management, we reveal and show you how to minimize the risks elders and their families face at each point of the journey.

How much does IL law allow me to keep in a nursing home spenddown situation?

Illinois Asset Protection Calculator answers this for you!

Illinois Law allows families to protect significantly more assets than what most people think.

Most advice you hear about how the 5 year lookback works is wrong.

Complete the Asset Protection Calculator and learn how IL law allows you to use the 5-year look-back rule to protect at least 1/2 of your assets in most cases.

Our Clients Love ElderSmart®

“Very professional throughout this whole process”

“Patti and Simona were awesome: I thought my parents would not cooperate – but Patti was amazing in her support and ability to get them to participate in the plan. Simona worked the Medicaid application and made it easy and stress free. I would highly recommend the ElderSmart team!”

BEST REVIEWS

  • Patience is a virtue. The moon and the sun learned long ago that, if each patiently waits its turn, they will both have their chance to shine.

  • The purest, most idealistic, truthful and honest love story one can ever live without the slightest sense of regret is that of loving nature.

HIGHEST QUALITY WORKMASHIP

Sometime you will need to highlight some of your portfolio to make it more visible, no worry! We provide you option to control size (width & height) of every single portfolio item.

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