Welcome Delaware Valley Elder Planning Council

PaCPCThe members of our council represent a wealth of information, knowledge and advice to help you with eldercare issues or generally with any issues that aging seniors face. We have "been there and done that" many times, not only with our own loved ones but on countless occasions with members of our community. We assist individuals in the community who can't seem to find what they are looking for even after numerous phone calls and exhaustive internet searches. Through our experience we have developed a well-deserved motto; which is "Difficult Problems – Clear Solutions."

Perhaps you are looking for sources of funds to help you pay for unforeseen expenses, or for help with veterans benefits, or understanding services provided by Medicare and Medicaid. Maybe you need someone to assist you in the home or provide maintenance or yard care or maybe you need advice on finding a long term care community for you or a loved one. Maybe you need legal work, or financial planning or home care services or tax advice or advice on dealing with other members of the family in a caregiving situation. We can provide all of that and much more.

You can either attend one of our many educational workshops in the community or you can call us or email us for free advice or assistance. We operate as a one-stop shopping service for assisting the elderly of Delaware. We want to help you in any way we can. Please feel free to contact us.

monthly Planning For Eldercare Article

Estate Planning As Part of Your Long Term Care Plan

September 22, 2016

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for the orderly distribution of assets after death or fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes are some of the principal planning strategies used. Other planning might center around income tax and real estate capitol gains. Estate planning also concerns issues of business succession and consideration of eligibility for government sponsored benefits.

Estate planners need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should include meetings with potential family caregivers and instructions or checklists for these people. This important part of the planning process is often overlooked.

Continue Reading - Estate Planning As Part of Your Long Term Care Plan

Jim Farrell

Jim Farrell
Senior Care Planning
Council Director

Phone: (215) 385-1023

The Anne Marie Kerezsi Real Estate Team

Anne Marie Kerezsi
Real Estate Team

Phone: (610) 565-1995

D'Anjolell Memorial Homes

Robert M. Ash
D'Anjolell Memorial Homes

Phone: (610) 356-4200

Personal Checks & Balances, LLC

Maureen Wroblewski
Personal Checks & Balances, LLC

Phone: (610) 937-2304

Rever Mortgage

Robert Hansen
Rever Mortgage

Phone: (610) 247-1400

Parents First Homecare

Parents First Homecare
Non-medical private duty homecare company

Toll Free: (800) 280-1169

Parents First Homecare

Michael P. Pierce, Esquire
Pierce and Hughes, P.C.

Phone: (610) 566-9111

Mike Costanzo

Farmers Insurance Mike Costanzo Agency

Phone: (484) 843-1199

Trinity Senior Transitions

Trinity Senior Transitions
Steve Lybrand MA

Phone: (610) 587-2814

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eldercare workshops

The council offers eldercare workshops for businesses and organizations. These workshops cover various eldercare services and can be tailored to meet your needs, from a 20 minute lunch meeting to a one hour seminar.

Below is a list of our workshops. Click on the title of your choice for a preview. If you would like to schedule a workshop presentation contact us at:

Phone: (215) 385-1023

About the State Care Planning Council
Home Health Care and Hospice Services
Non-Medical Home Care Services
Home Maintenance Handicap Remodeling
Elder Law and Medicaid Advice
Seniors Relocation & Downsizing Services
Care Management Services
Long Term Care Benefits for Veterans
Financial Planning For Long Term Care
Understanding Reverse Mortgages
Understanding the Need for Estate Planning
Understanding Geriatric Medical Care