Elder Care Services

Our Elder Care Service Division offers a vast array of services depending on the clients needs. Services vary from the basics of paying bills and depositing funds, to more complex services such as managing or overseeing management of rental properties, farms, personal residence, etc, evaluating long term financial needs, legal documents such as General Power of Attorney, Medical Directives, Trusts, Wills, and related legal documents ,as relates to clarity of administration.  We are not attorneys and accordingly do not prepare legal documents or provide legal advice. We accept clients at various stages of the aging process; however we can provide our best advisory services by establishing relationships early on in order to provide affective planning for later needs. We encourage prospective clients to establish relations with us now and maintain a long term relationship which enables us not only to plan ahead, but to monitor those plans over time.

We work closely with our client's Attorney, Financial Advisors, Medical Professionals, Geriatric Case Manager, and family to insure that needs and goals in all of these areas are well coordinated. Monthly reports are provided to all appropriate parties. An engagement letter is prepared and agreed to by all parties concerned detailing the services to be provided and a stipulation is included that our services are on a fee for service basis. No gifts will be accepted from our clients by any of our staff and no staff member will accept being named as an heir to the client, thus insuring to the client and family that our services remain strictly professional.

Our goal is to assist our clients in increasing their probability of aging gracefully and living their lives to the fullest.

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