MARGARET
I already responded
I already responded
Response from Eldercare Resource PlanningDec 29, 2023
Thank you for the five-star review!

Eldercare Resource Planning provides multi-state Medicaid planning services to help families qualify for Medicaid long-term care benefits. These benefits can be difficult to navigate, especially as rules vary by state and change over time. Our team works to simplify the process, offering clear guidance and personalized strategies that support both urgent care needs and long-term financial protection.We help families overcome barriers to Medicaid eligibility by reviewing finances, identifying approved planning options, and preparing complete, accurate applications. Whether you are planning ahead or facing an immediate long-term care crisis, our services can reduce care costs, preserve assets, and ensure loved ones receive the support they need. We manage each step of the process, communicate directly with state agencies when appropriate, and keep families informed as regulations evolve.Serving clients nationwide, we bring deep expertise in Medicaid long-term care programs and asset-preservation approaches. Families trust our transparent communication, compassionate guidance, and commitment to achieving meaningful results.At Eldercare Resource Planning, our mission is to help families access the Medicaid long-term care benefits they deserve while protecting what matters most. We guide clients through every step with clarity, expertise, and genuine care.
Eldercare Resource Planning (eldercareresourceplanning.org) has 240 customer reviews on Five Star Index, with an average rating of 4.8 out of 5.
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Investments & Wealth · Lake Oswego, Oregon
Excellent

Investments & Wealth · Beaverton, Oregon
Excellent
Investments & Wealth · Eugene, Oregon
Great

Investments & Wealth · Beaverton, Oregon
Great
240 approved reviews, newest moderated first
MARGARET
I already responded
Response from Eldercare Resource PlanningDec 29, 2023
Thank you for the five-star review!
Lynda G.
At first I was a bit skeptical about using ERP, but what a weight off my shoulders it ended up being. Shenita worked with the Business office of my mom's new facility. They typically do not take Medicaid-pending cases, but they were so impressed with the communication and follow-up from Shenita, that they made an exception! Thankfully, all the incredible advice and hand-holding resulted in getting my mom into a wonderful facility and is getting the care she needs. So grateful for ERP and recommend them to anyone who doesn't want to try and piece the process together on their own.
Response from Eldercare Resource PlanningDec 19, 2023
Wow! Thank you for putting your trust in ERP and for the five-star review! It's wonderful to hear that your mother is in a great facility and the family can rest easier knowing that the high cost of care is being paid for.
MARVIN E.
The knowledgeable representative that made everything easy. I greatly appreciate it.
Response from Eldercare Resource PlanningDec 14, 2023
Thank you for the five-star review, Marvin!! We are really grateful for your trust and glad you had an excellent experience!
Nath
My experience in discussing Medicaid LTC qualifying with this company was not so great and I'll not be signing the contract for their services, at a cost just shy of an entire month's care in Memory Care for my parent, the emails I'm receiving to pressure me into doing so notwithstanding. I spoke quite briefly with Nicholas and a 'Benefits Specialist' both of whom were overly reassuring that now that I'd contacted them, it would be smooth sailing. Having managed a complex etstate for over 3 yrs, I know better than to be soothed by a sales pitch. Some of their information was misstated or plain wrong. 'Don't worry about the vehicle, MA will grab it...' In fact, it's exempt. 'The IRS can't collect taxes from someone deceased.' In fact, they will collect from any estate remaining. Their sales pitch came on way too strong and I alternately sought help from Medicaid Planners at the state level that will cost nothing, preserving precious estate resources. The state MA planners informed me of the vehicle exemption and the tax infomation can be found most anywhere estate closure is mentioned. I would simply suggest that unless you have an unrestricted flow of cash, that you seek out alternate help with MA LTC planning and don't fall for the hard sell from Eldercare Resource Planning, LLC; there are free resources out there.
Response from Eldercare Resource PlanningDec 14, 2023
I’m truly sorry to hear that you have not had a great experience with our company. Our approach is never meant to add unnecessary pressure. We understand that this can be an emotionally and financially challenging time, and for many of our customers, there is a sense of urgency because of the amount of money being spent on long-term care. Therefore our approach is to lead with education and provide those we speak to with a sense of peace that we can move quickly to accommodate their goals promptly. If any of that felt aggressive, I apologize, and again hope you will see that is not our intention. I’m glad to hear that you found an alternative planning service that feels like a good fit for you. I would welcome the opportunity to learn more about your experience with our company. Our focus is always on improving the experience for our customers. The matters that we discuss are inherently complicated and some points can easily be misinterpreted if not communicated clearly. Again, we see this kind of feedback as invaluable to raising the quality of our service. If you feel up for discussing this further please don’t hesitate to call me directly. I will include my contact information below. Kind regards, Tom Minier Sales Manager 415-231-7660
Juman
Michael clearly had reviewed my information before the meeting, got to know what was important for me and my spouse and family and laid out a detailed review within 1 day of our meeting in a lengthy report. I often go back to that report to remind myself of what I need to do to make sure our plans are on target.
Response from Eldercare Resource PlanningNov 29, 2023
This is wonderful to hear! We are looking forward to hearing the updates on your progress with the plan. Please do not hesitate to reach out when you have questions. We want to see you make this work.
Lisa T.
The process of caring for elderly loved ones can be difficult. And when it comes time to put a loved one in a home, it becomes even more so. Undoubtedly, this would have been an exceedingly difficult, tedious, and even more frustrating endeavor, had I not employed the services of Eldercare Resource Planning. From the very beginning they were professional, courteous and exceedingly helpful through the entire process of getting my dad qualified for long term care. They are trustworthy. I absolutely would not have been able to tackle this monumental task alone. Thank you! I have already begun recommending this service to those who find themselves confused, or in need of "next steps" with regard to placing a loved one, into long term care. It was a blessing to have them work on my behalf! If I had to do it again (thankfully I don't) I would not hesitate to use them again!
Response from Eldercare Resource PlanningNov 22, 2023
Thank you for the five-star review!! It means the world to us that you had such a great experience and we truly appreciate the help in spreading the word so that others can feel the same relief.
William
I signed up for a Medicaid Benefits Consultation on behalf of my 90-year old mother who is currently in Assisted Living. Margaret provided an excellent summary in my initial conversation. The consultation with Liz was extremely helpful and she was able to answer almost all of my questions on the initial call. If she didn't have the answer, she followed up with colleagues or did additional research and got back to me quickly. I am very happy I worked with ECR on this important process. I have much greater clarity and confidence on the key issues, assumptions and risks in our plan. Thank you ECR.
Response from Eldercare Resource PlanningNov 14, 2023
Thank you so much for the five-star review!! It is wonderful to hear you had a great experience working with Margaret and Liz. Medicaid planning can be a very complicated journey and we appreciate you trusting us to be your guide.
T W.
I had very specific questions about a plan that I had formulated and Eldercare Resource Planning, went through each scenario and gave me the peace of mind that I was looking for, to ensure I made the right decisions for my mother.
Response from Eldercare Resource PlanningNov 14, 2023
Thank you for taking the time to share your experience with us. I am very glad that we were able to help you plan and provide a peace of mind to you and your family. It is not easy caring for our parents and we can share our experience and knowledge to help you avoid mistakes and reduce stress.