The direct services of the Palm Beach Treasure Coast Council
The council offers free, no-obligation services that begin with a personalized evaluation and needs assessment. From there, we focus on developing practical solutions, resulting in a clear and actionable phase one plan. We also provide issue-specific information tailored to each situation. When appropriate and desired, we can connect individuals with trusted outside resources, including community-based organizations, professionals, and government programs.
Our council can provide referrals to an extended list of trusted senior providers who offer additional advice or assistance in the following areas: care managers, trust management, guardianship and custodianship services, family dispute and eldercare mediation services, home health and hospice providers, adult day services, Medicaid funeral trust specialists, specialists in converting life insurance into cash, transportation and companionship services, home safety systems, health and wellness counseling for caregivers and aging seniors, personal household financial management, insurance benefits advisors and coordinators, non-attorney estate planning, tax planning, trust management services, end-of-life planning and services, and referrals to government senior support programs.
Our network offers a simple, one-stop source for essential aging and retirement resources. Through our carefully curated team of experts and service providers, we help older adults and their families navigate the complex landscape of aging with confidence and clarity.
Services available in your area may include care coordination, non-medical home care, veterans benefits, reverse mortgages, elder law and estate planning, downsizing support, real estate services, financial and insurance guidance, home modifications, asset protection, senior care placement, and end-of-life services.
Our Resource Planning service offers a more formal approach covering financial, legal, caregiving, and living arrangement needs.
A private consultation can help identify specific planning needs such as financial restructuring, tax and estate planning, Medicaid or long-term care planning, family caregiving, insurance reviews, and potential government funding options.
We also offer presentations on topics relevant to aging and retirement, tailored to community groups, professional organizations, and senior living communities. These presentations can include subjects such as Medicare and Medicaid, veterans benefits, long-term care planning, financial strategies, informal caregiving, legal and end-of-life issues, and more. Whether you’re planning ahead for retirement or navigating the challenges of aging, we’re here to help you make informed, confident decisions.
In the News
Read about the PBTC Elder Care Planning Council in the News
Important Disclaimer
The information on this website is deemed reliable but is not guaranteed. All information should be independently verified. This content is for information and illustrative purposes only.
Use of any content herein is full acknowledgment and acceptance of this disclaimer.
Most seniors fail to adequately plan for what can potentially be the most devastating time of their lives. Far too often every manner of thing goes horribly wrong even though much of that stress and suffering could have been easily mitigated or prevented all together.
Fortunately there are dozens of workable strategies and vast resources available both for seniors and their families. The purpose of the council is to help both groups develop a clear and simple plan to implement personalized solutions. The central goal is to assist them in obtaining the long term care or support they need, while, wherever possible, helping them retain, protect and even add to the assets and resources necessary for accomplishing that. Such plans can be positively life transforming for both seniors and their loved ones.
Our goal is to help families uncover the need for assistance or advice with critical aging issues. Our team has the experience and knowledge to help families and even provide some of the services. If our collaborative effort cannot match a difficult or challenging aging issue, we maintain a wider network of trusted providers or advisors who can step in and help.
"Surviving is important. Thriving is elegant" - Maya Angelou
"You can be young without money, but you can’t be old without it.” Tennessee WilliamsThe Palm Beach County Treasure Coast Elder Care Planning Council, Inc is a non-profit alliance of individuals and companies dedicated to helping the public deal with senior long term care and resource planning issues. The council incorporates solutions-based planning to identify specific challenges faced by elders and their loved ones and to then directly address those issues utilizing a team approach.
Council members represent a consortium of highly skilled, committed and compassionate professions operating as a clearinghouse for senior-related information, knowledge and helping resources, both public and private.
We serve a five county area: Palm Beach; Martin; St Lucie; Okeechobee and Indian River.
The Free No Obligation Services of the Council Include
- Personalized evaluation and needs assessment.
- Solutions-focused planning culminating in a phase one plan.
- Issue-specific information.
- When desired, referral to outside resources, whether community-based, professional or governmental.
Core Senior Service Areas
Care Planning Advice for Caregivers
Support with understanding and managing care needs includes evaluating the type of care needed, help finding medical and eldercare services, coordinating government and private care options, acting as a family advocate or mediator, and developing a plan in anticipation of future care.
Finding the Best Place to Live
Guidance on housing transitions, costs, and planning may involve identifying and comparing various living arrangements, buying or selling a personal residence, exploring independent living and assisted living options, accessing downsizing and moving services, and getting advice on the most appropriate living arrangement for your situation.
Senior Services in the Home (Aging in Place)
To help support safe and comfortable aging at home, we can connect you with services such as medical support at home, personal care assistance (bathing, dressing, etc.), supervision or monitoring of a loved one, access to better healthcare, home alert and monitoring systems, help with shopping, errands, and transportation, home maintenance and yard care, and Medicare hospice for those with deteriorating health.
Paying for Care and Government Care Programs
We can assist with Medicaid eligibility and benefit acceleration, veterans benefits for home care or assisted living, using a reverse mortgage to generate income, accessing government care funding and service programs, planning ahead using insurance or savings, and reviewing current insurance for potential cost savings.
Preserving Assets, Enhancing Income, and Planning for Final Years
This may include strategies to create extra funds for mortgage or debt payoff, tax savings, generating income to pay for care or home modifications, protecting assets from Medicaid spend-down requirements, preplanning for burial and funeral needs, and reviewing or updating trusts, wills, beneficiaries, and inheritance plans.
Legal Issues
Legal assistance is available for planning and protection, including setting up or reviewing trusts, wills, living wills, and powers of attorney, qualifying for Medicaid while preserving assets, probating an estate, establishing special needs trusts for loved ones, resolving family disputes, and using gifting or trust strategies to reduce tax burdens.
COUNCIL MEMBERS
Goal Based Professional Consulting
Senior Friendly Real Estate Services
A Full-Service Law Firm
Financial Services
Elder Law
Integrated Team of Geriatric Care Managers
Reverse Mortgage Specialist & Mortgage Broker
The direct services of the Palm Beach Treasure Coast Council
The council offers free, no-obligation services that begin with a personalized evaluation and needs assessment. From there, we focus on developing practical solutions, resulting in a clear and actionable phase one plan. We also provide issue-specific information tailored to each situation. When appropriate and desired, we can connect individuals with trusted outside resources, including community-based organizations, professionals, and government programs.
Our council can provide referrals to an extended list of trusted senior providers who offer additional advice or assistance in the following areas: care managers, trust management, guardianship and custodianship services, family dispute and eldercare mediation services, home health and hospice providers, adult day services, Medicaid funeral trust specialists, specialists in converting life insurance into cash, transportation and companionship services, home safety systems, health and wellness counseling for caregivers and aging seniors, personal household financial management, insurance benefits advisors and coordinators, non-attorney estate planning, tax planning, trust management services, end-of-life planning and services, and referrals to government senior support programs.
Our network offers a simple, one-stop source for essential aging and retirement resources. Through our carefully curated team of experts and service providers, we help older adults and their families navigate the complex landscape of aging with confidence and clarity.
Services available in your area may include care coordination, non-medical home care, veterans benefits, reverse mortgages, elder law and estate planning, downsizing support, real estate services, financial and insurance guidance, home modifications, asset protection, senior care placement, and end-of-life services.
Our Resource Planning service offers a more formal approach covering financial, legal, caregiving, and living arrangement needs.
A private consultation can help identify specific planning needs such as financial restructuring, tax and estate planning, Medicaid or long-term care planning, family caregiving, insurance reviews, and potential government funding options.
We also offer presentations on topics relevant to aging and retirement, tailored to community groups, professional organizations, and senior living communities. These presentations can include subjects such as Medicare and Medicaid, veterans benefits, long-term care planning, financial strategies, informal caregiving, legal and end-of-life issues, and more.
Whether you’re planning ahead for retirement or navigating the challenges of aging, we’re here to help you make informed, confident decisions .
Most seniors fail to adequately plan for what can potentially be the most devastating time of their lives. Far too often every manner of thing goes horribly wrong even though much of that stress and suffering could have been easily mitigated or prevented all together.
Fortunately there are dozens of workable strategies and vast resources available both for seniors and their families. The purpose of the council is to help both groups develop a clear and simple plan to implement personalized solutions. The central goal is to assist them in obtaining the long term care or support they need, while, wherever possible, helping them retain, protect and even add to the assets and resources necessary for accomplishing that. Such plans can be positively life transforming for both seniors and their loved ones.
Our goal is to help families uncover the need for assistance or advice with critical aging issues. Our team has the experience and knowledge to help families and even provide some of the services. If our collaborative effort cannot match a difficult or challenging aging issue, we maintain a wider network of trusted providers or advisors who can step in and help.
"Surviving is important. Thriving is elegant" - Maya Angelou
"You can be young without money, but you can’t be old without it.” Tennessee WilliamsThe Palm Beach County Treasure Coast Elder Care Planning Council, Inc is a non-profit alliance of individuals and companies dedicated to helping the public deal with senior long term care and resource planning issues. The council incorporates solutions-based planning to identify specific challenges faced by elders and their loved ones and to then directly address those issues utilizing a team approach.
Council members represent a consortium of highly skilled, committed and compassionate professions operating as a clearinghouse for senior-related information, knowledge and helping resources, both public and private.
We serve a five county area: Palm Beach; Martin; St Lucie; Okeechobee and Indian River./p>
The Free No Obligation Services of the Council Include
- Personalized evaluation and needs assessment.
- Solutions-focused planning culminating in a phase one plan.
- Issue-specific information.
- When desired, referral to outside resources, whether community-based, professional or governmental.
Core Senior Service Areas
Care Planning Advice for Caregivers
Support with understanding and managing care needs includes evaluating the type of care needed, help finding medical and eldercare services, coordinating government and private care options, acting as a family advocate or mediator, and developing a plan in anticipation of future care.
Finding the Best Place to Live
Guidance on housing transitions, costs, and planning may involve identifying and comparing various living arrangements, buying or selling a personal residence, exploring independent living and assisted living options, accessing downsizing and moving services, and getting advice on the most appropriate living arrangement for your situation.
Senior Services in the Home (Aging in Place)
To help support safe and comfortable aging at home, we can connect you with services such as medical support at home, personal care assistance (bathing, dressing, etc.), supervision or monitoring of a loved one, access to better healthcare, home alert and monitoring systems, help with shopping, errands, and transportation, home maintenance and yard care, and Medicare hospice for those with deteriorating health.
Paying for Care and Government Care Programs
We can assist with Medicaid eligibility and benefit acceleration, veterans benefits for home care or assisted living, using a reverse mortgage to generate income, accessing government care funding and service programs, planning ahead using insurance or savings, and reviewing current insurance for potential cost savings.
Preserving Assets, Enhancing Income, and Planning for Final Years
This may include strategies to create extra funds for mortgage or debt payoff, tax savings, generating income to pay for care or home modifications, protecting assets from Medicaid spend-down requirements, preplanning for burial and funeral needs, and reviewing or updating trusts, wills, beneficiaries, and inheritance plans.
Legal Issues
Legal assistance is available for planning and protection, including setting up or reviewing trusts, wills, living wills, and powers of attorney, qualifying for Medicaid while preserving assets, probating an estate, establishing special needs trusts for loved ones, resolving family disputes, and using gifting or trust strategies to reduce tax burdens.
COUNCIL MEMBERS
Goal Based Professional Consulting
Senior Friendly Real Estate Services
A Full-Service Law Firm
Financial Services
Elder Law
Integrated Team of Geriatric Care Managers
Reverse Mortgage Specialist & Mortgage Broker
State planning councils provide a platform for local groups of providers and advisors to offer the following:
- Educate the public on how to plan for the needs of aging seniors
- Provide a source of aging services through one local community contact
- Create a positive reputation for the group
To learn more about our services go to our "Get help" page.
For over 130 articles and videos about aging issues go to our "Learn" page.
To contact us go to our "Contact" page.
Elder Dialogue(You Tube Channel)
Free No Obligation Help for Seniors and Their Loved Ones
In the News
Read about the PBTC Elder Care Planning Council in the News
Important Disclaimer
The information on this website is deemed reliable but is not guaranteed. All information should be independently verified. This content is for information and illustrative purposes only.
Use of any content herein is full acknowledgment and acceptance of this disclaimer.







