Helping a parent choose Medicare, from across town or across the country
A guide for adult children and caregivers: permissions, paperwork, red flags and how to run a calm family plan review.
Helping a parent with Medicare
Whether you live on Wilmington Island or in Chicago, we make it easier to support Mom or Dad without taking over.
Family reviews
A plan review the whole family can join
Your parent stays in charge. You get the clarity to help.
Three-way video reviews
Your parent meets with us at home or at our office, and you join by video from wherever you are. We share the screen and send a written summary afterward.
Set up permissions
We help complete Medicare and carrier authorization forms so you can speak on your parent's behalf.
Gather four things
Insurance cards, medication list, doctor names and the latest Annual Notice of Change.
Compare options together
Two or three choices side by side, starting with what matters most to your parent.
Build a simple folder
One place for cards, lists and our number, with a yearly review date on the calendar.
Situations we help families with
The moments that tend to bring adult children to our door.
Medicaid and Extra Help
Checking eligibility for programs that pay premiums and lower drug costs.
Special Needs PlansAfter a hospital stay
Understanding skilled nursing coverage, observation status and what comes next.
Original MedicareMoving a parent closer
Timing a new plan when Mom or Dad relocates to Savannah or into assisted living.
Enrollment periodsSuspicious calls and mail
Sorting real plan notices from marketing and spotting Medicare fraud.
Common questionsRising prescription costs
Re-pricing medications and checking the yearly Part D cap and payment plan.
Part D plansVeteran parents
How TRICARE for Life, VA care and Medicare work together.
TRICARE guide
Guides for families
TRICARE for Life and Medicare: what military retirees in coastal Georgia need to know
Why Part B matters, how claims are paid, where Part D fits and when a Medicare Advantage plan may still add value.
Family questions
Still wondering about something? A licensed advisor can answer in plain English, usually the same day.
Yes, with your parent's permission. We can hold a three-way video call, and carriers have authorization forms so you can speak with them directly about claims and billing.
People with both may qualify for Dual Eligible Special Needs Plans and special enrollment options during the year. We review their Medicaid category before recommending anything.
Bring the envelopes to a review. We sort what matters, such as the Annual Notice of Change, from marketing mail, and set up a simple folder and a yearly review date.
