Senior Financial & Legal Guidance/Referral

Mom didn’t hesitate over following up any of the comments/observations (the attorney) made. Of course you had already helped oh so much with that aspect, so the meeting went smoothly. Even after we were in the car, Mom was pleased and happy to feel we are moving forward.

Daughter helping mother with a family property dispute

• Does your loved one have a will?
• Who would your mom or dad want to act on their behalf should they become incapacitated?
• Can you pay bills from your dad’s account if he had dementia and cannot handle his own financial affairs?
• What do you do if your parent needs care, but has insufficient income?

These and many more questions emerge when family members who were once strong and independent become medically, emotionally or cognitively frail and need assistance with tasks of daily living.

Getting Started

Our care managers help you identify legal and financial issues that require immediate attention when you assume responsibility for the care of a frail elder. We suggest advisors to address complex legal and financial issues, such as guardianship and/or Medicaid eligibility, and we provide guidance as you take the steps necessary to ensure that your loved one’s estate is properly managed.

Call us. We will get you started in the right direction.