There are many skilled financial planning professionals, but few have specialized expertise in the matters you or a loved one are facing. Whether it’s a transition to retirement, wanting to protect a spouse who may be showing the early signs of dementia, or making sure your kids won’t be burdened if you need help, our Partners in Aging financial planners are here to help you.

A fiduciary is legally and ethically required to act in someone’s best interests, using legal services such as trusteeship, power of attorney, guardian, and executor. Whether you wish to relieve your children of administering your estate, need help for a family member who’s unable to manage their own finances and medical needs, or similar situations you may not be comfortable handling on your own, a professional fiduciary may be helpful.

Protect your wealth, preserve your quality of life, and leave a legacy for your family with a comprehensive estate plan. Whether you have a large estate or own a few assets, it helps to have a clear plan in place in the event of your incapacitation or death. We work with experienced Elder Law and Estate Planning attorneys to ensure your estate is set up for success.

Concerns about long-term care and nursing home expenses are a major concern for retirees. By planning in advance, you can preserve your assets from long-term care costs and meet eligibility requirements for Medicaid and VA benefits. By working with our Medicaid and VA specialist partners, you can develop a long-term care plan that safeguards your family and preserves your wealth.

Tax advisors play a crucial role in retirement planning. They help retirees optimize their income while reducing tax burdens, develop smart investment strategies, navigate Social Security claim options, and plan retirement account distributions. They also provide valuable advice on minimizing estate and inheritance taxes. By tapping into their expertise, you can make well-informed decisions, follow tax regulations, and secure a prosperous retirement.

At every stage of life, people want to live comfortably and safely. Aging brings a variety of unique challenges and unexpected transitions. You need professional expertise with age-related housing decisions. This might include anything from downsizing your own home to helping Mom make the transition from homeowner to assisted living. Our Partners in Aging professionals have the knowledge and resources to help you. 

Long-term care coordinators specialize in helping families manage the complex world of long-term care services. They work closely with you to create personalized care plans, coordinate the different aspects of care, and connect you with the right resources. Think of them as your trusted advocates, there to support you and reduce the stress of navigating the overwhelming process of long-term care. 

Senior Living Advisors are professionals who specialize in helping individuals and families find appropriate long-term care options for seniors. Their primary role is to provide guidance and assistance in selecting the most suitable care setting, such as assisted living communities, memory care facilities, or home care services. By partnering with these advisors, you can navigate the complex landscape of senior living with confidence and peace of mind.

Medicare is daunting. That is why we recommend meeting with a Medicare specialist who can provide tailored advice and guidance when it comes to healthcare coverage. From maximizing coverage and benefits to smoothing out enrollment processes and addressing any concerns, Medicare specialists are there to ensure you have the most up-to-date information and make informed decisions.