20 years experience

Services

Conservatorships & Guardianships

Court-appointed support to manage personal and financial affairs for individuals who are unable to do so themselves.

Financial Management

Comprehensive financial oversight tailored to each client’s needs, including:

-Asset protection and management
-Bill payment and budgeting
-Creditor negotiation
-Rental property oversight
-Property liquidation when needed
-Collaboration with accountants and financial advisors
-Insurance needs

Healthcare Coordination

Work directly with healthcare professionals to ensure appropriate services are in place:

-Attend medical appointments
-In-home care, sitters, and meal services

-Home healthcare and medication management
-Transportation and shopping assistance
-Focused on client comfort and maintaining independence
-End of life decisions

Elder Law & Estate Services

Guidance and support for aging individuals and families, including:

-Powers of Attorney
-Probate support
-Executor services (by will designation or heir agreement)
-Trustee

Consulting Services

Expert advice for individuals and families navigating complex care or legal needs:

-Support for family conservators (court filings, service applications, etc.)
-Evaluating whether a conservator or power of attorney is the best solution
-Assistance with government benefits (Social Security, Medicare, Medicaid, etc.)