Legal + Financial Resources

Financial and Elder Law Assistance

We have well-established, trusted relationships with elder law attorneys and financial planners. We will verify that all essential documents are in place so that legal and financial matters are handled efficiently. We are capable of serving as a Healthcare Agent or Power of Attorney. Your benefits will be carefully reviewed by trusted Medicare partners to ensure you receive what you have paid for. We help explain and access your long-term care insurance to ensure you are covered by the costs of support and care services.

We will meet with you and your attorney to see if Guardianship and/or Conservatorship might be avoided in order to pursue less adversarial approaches to help transition your family member to a a safe facility or memory care.