Privacy Notice
Effective Date: June 01, 2026
SilverStead Partners LLC, an Illinois limited liability company, provides independent elder care planning and advisory services to aging individuals, adult children, and families navigating housing, care, benefits, financial, and family decision-making across all stages of the aging journey. This Privacy Notice explains how we collect, use, disclose, and protect information when you visit our website, contact us, schedule a consultation, use our services, or otherwise interact with us.
For purposes of this Privacy Notice, “SilverStead,” “we,” “us,” and “our” refer to SilverStead Partners LLC. “You” refers to website visitors, prospective clients, clients, and others who interact with us.
1. Important Note About Our Role
SilverStead works primarily with clients located in Illinois, although the aging parents and family members our clients consult us about may be located anywhere in the United States. We are not a law firm, medical provider, financial advisor, insurance broker, or Medicare or Medicaid agent. We are not affiliated with, endorsed by, or contracted with Medicare, Medicaid, the Centers for Medicare & Medicaid Services (CMS), or any government agency.
2. Information We Collect
We may collect the following types of information:
A. Contact and Identity Information
Name
Email address
Phone number
Mailing address
Relationship to the aging parent, loved one, or person receiving support
Preferred communication method
Emergency or backup contact information, if provided
B. Client and Consultation Information
Information about your goals, concerns, questions, and support needs;
Family circumstances and caregiving roles;
Information about an aging parent’s location, living arrangements, care preferences, and support network;
Information about care facilities, home care providers, physicians, hospitals, pharmacies, or other service providers;
Information about appointments, deadlines, tasks, and follow-up items;
Documents, notes, messages, forms, summaries, or other materials you provide to us; and
Observations, notes, or follow-up items from in-person meetings, home visits, facility visits, or similar consultations.
C. Health-Related and Care-Related Information
You may choose to provide information about an aging parent’s or loved one’s:
Health conditions
Medications
Functional limitations
Cognitive status
Care needs
Medical history
Hospitalizations
Providers
Insurance coverage
Medicare, Medicaid, long-term care, or supplemental coverage questions
Care preferences, safety concerns, or quality-of-life issues
We collect this information only to provide consulting and support services, communicate with you, and perform related business purposes described in this Privacy Notice.
Information you provide to us may include health-related information, but that does not mean the information is protected health information under the Health Insurance Portability and Accountability Act (HIPAA) while held by SilverStead.
Even where HIPAA does not apply, we understand that the information you share about health-related, care-related, financial, family, and insurance-related information is sensitive. We treat it with care and ask that you share only what is necessary for the matter at hand.
D. Medicare, Medicaid, Insurance, and Benefits Information
Depending on the services requested, we may collect information related to Medicare and Medicaid enrollment periods, plan options, insurance coverage, premiums, prescription drug coverage, formularies, provider networks, benefits questions, claims issues, and related administrative matters.
E. Financial, Legal, and Estate Planning Information
Depending on the services requested, we may collect information related to financial resources, income, assets, expenses, long-term care funding, estate planning documents, powers of attorney, trusts, wills, guardianship or conservatorship matters, beneficiary information, and other legal or financial decision-making information that you provide or authorize us to receive.
F. Payment and Billing Information
We may collect payment-related information, billing addresses, transaction history, invoice records, and related business records. Payment card information may be processed by a third-party payment processor. We do not store full credit card numbers.
G. Call Recordings, Transcripts, and Notes
We may record and transcribe phone calls, video calls, online meetings, or in person meetings with participant consent. We use recordings and transcripts to accurately capture information, prepare notes, document requests, support quality control, and provide services. Recording and transcription practices and consent are described in Section 7[JA1] .
H. Website and Device Information
When you visit our website, we may automatically collect:
IP address
Browser type
Device type
Operating system
Pages viewed
Referring website
Approximate location derived from IP address
Date and time of visit
Cookie and analytics information
We use this information to operate, secure, and improve the website.
3. Information We Collect from Others
We may receive information from you, family members or caregivers, the aging parent or loved one if involved, professionals or organizations you authorize us to contact, publicly available sources, care providers, facilities, agencies, plans, financial institutions, or other third parties if you authorize or direct them to share information with us, and service providers that support our business operations.
We rely on you to share only information you are authorized to share about an aging parent or loved one and to involve them directly when required under your family’s arrangements or applicable law.
4. How We Use Information
We use the information we collect to:
Provide, schedule, and deliver consulting services to you;
Respond to questions and communicate with you about engagements;
Maintain records of our work, including notes and recordings of calls;
Send service-related messages, such as confirmations, follow-ups, and updates about your engagement;
Send occasional updates about SilverStead’s services, when you have asked to receive them (you can opt out at any time);
Operate, maintain, and improve our Site and services; and
Comply with our legal obligations, enforce our agreements, and protect our rights, our clients, and others.
5. How We Use Health-Related Information
We use health-related information only as reasonably necessary to provide requested services, communicate with you, maintain records, and operate our business. We do not sell health-related information. We do not use health-related information for targeted advertising.
6. How We Share Information
We do not sell your personal information. We share information only as described below.
A. With Your Direction or Authorization
We may share information with people or organizations you ask us to contact, including family members, caregivers, attorneys, financial advisers, financial institutions, insurance agents, care managers, providers, hospitals, facilities, pharmacies, government agencies, or community organizations.
B. With Service Providers
We may share information with vendors that help us operate our business, including scheduling, video conferencing, transcription or note-taking services; website hosting and analytics provider; and IT, security, accounting, legal, and professional service providers. We ask service providers to use information only to provide services to us and to protect the information appropriately.
C. For Legal, Safety, and Protection Purposes
We may disclose information when we believe disclosure is reasonably necessary to comply with law, legal process, or government requests; protect the safety of a client, aging parent, loved one, caregiver, or other person; prevent fraud, abuse, or misuse; protect our rights, property, services, or security; enforce agreements; or respond to disputes, claims, or investigations.
D. Business Transfers
If SilverStead is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, information may be transferred as part of that transaction, subject to appropriate confidentiality protections.
7. Call and Meeting Recording
Our consulting work depends on accurately capturing what you tell us about your situation and your family member’s needs. To support this, we may record and transcribe phone calls, video calls, online meetings and in-person meetings with participant consent.
How we obtain consent. Because we are based in Illinois, and because participants on a call may be located in other states with different recording and consent laws, we ask each participant on a call or meeting, including in-person meetings, to consent to the recording and transcription. We ordinarily address recordings and transcripts in our written engagement materials and confirm verbally at the start of each call or meeting that the call or meeting is being recorded and that participants consent before substantive discussion begins. If any participant does not consent, we will not record and transcribe. If you ask us to stop recording and transcription during a call or meeting, we will stop. By continuing with a recorded and transcribed call or meeting after receiving notice, you consent to the recording and transcription.
Participants you bring to the call. If you invite family members, caregivers, or other people to join a call or meeting with SilverStead, please let them know in advance that the call or meeting may be recorded and transcribed so consent can be confirmed at the start.
How we use and store recordings and transcripts. Recordings and transcriptions may contain personal information, health-related information, family information, financial information, insurance information, or other sensitive information. We use recordings and transcriptions to provide services, prepare notes, maintain accurate records, and improve quality. Recordings, transcripts or summaries generated from them are stored in access-controlled accounts used by SilverStead personnel and are retained as described in Section 10.
8. Cookies and Analytics
Our website may use cookies and similar technologies to operate the website, remember preferences, understand website traffic, improve services, and protect security. You may be able to control cookies through your browser settings. If you disable cookies, some website features may not work properly.
9. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, and loss.
However, no method of transmission or storage is completely secure. Please do not send highly sensitive information by unsecured email or text message unless you understand and accept the risk.
10. Data Retention
We keep information for as long as reasonably necessary to provide services, maintain business records, comply with legal and tax obligations, resolve disputes, enforce agreements, and protect our rights. Engagement files may include notes, recordings, transcripts, summaries, correspondence and other materials related to the services we provide and are generally retained for the duration of the engagement and for a reasonable period afterward consistent with our records retention practices. We may keep information longer when required by law or to resolve disputes.
We may delete, de-identify, or aggregate information when it is no longer needed.
11. Your Choices and Requests
You may contact us to request that we:
Provide information about data we maintain about you;
Correct inaccurate information;
Delete information, subject to legal and operational limits;
Stop using certain contact methods;
Opt you out of marketing communications; and
Discuss whether certain information can be excluded from call recordings or notes.
We may need to verify your identity before responding to a request. We may decline a request where permitted or required by law, such as where information must be retained for legal, tax, security, dispute, or service-record purposes.
12. Communications
We may send you service-related communications, including scheduling messages, follow-up notes, invoices, administrative updates, and responses to inquiries. These are not marketing messages.
If we send marketing emails, you may opt out by using the unsubscribe link or contacting us.
13. Information About Other People
Our services often involve information about aging parents, spouses, siblings, caregivers, and other third parties. Please share only information that is relevant to the services requested and that you are authorized or permitted to share.
If a parent or loved one has legal authority over their own affairs, you may need their consent before requesting that we contact providers, plans, facilities, or other third parties on their behalf.
14. Children
Our website and services are intended for adults. We do not knowingly collect personal information from children under 13.
15. State Privacy Rights
Depending on where you live, you may have additional privacy rights under state law. We will respond to applicable requests as required by law.
Because our clients and their aging parents may be located in different states, state-specific privacy, recording, health information, consumer protection, and breach notification laws may apply depending on the facts.
16. Health Data Breach Considerations
SilverStead is not a HIPAA covered entity, but certain non-HIPAA health information may still be subject to federal or state breach notification requirements in some circumstances.
If we determine that a security incident requires notice under applicable law, we will provide notice as legally required.
17. Changes to This Privacy Notice
We may update this Privacy Notice from time to time. The updated version will be posted on our website with the updated effective date. Your continued use of our website or services after an update means the updated Privacy Notice applies going forward.
18. Contact Us
SilverStead Partners LLC
1 E Erie St, Suite 525-4428
Chicago, IL 60611
This address is used for business correspondence and administrative purposes. In person meetings are available by appointment.
Email: info@SilverSteadpartners.com
Phone: 847-238-2921