We review our clients' income and expenses to help them stretch their money as far as possible.  We know how much it costs to live at home alone or with assistance and what the prices are for senior apartment communities, assisted living facilities, and nursing homes. Our team of financial planners, elder law attorneys, and tax consultants helps our clients protect their hard-earned assets. Our staff also prepares applications for Medical aid and represents clients in appeals

Bill Paying and Money Management

Many of our clients are relieved to have us pay bills for them. Some of them are afflicted by arthritis or Parkinson's, and they cannot write well any longer. Others are too overwhelmed, particularly widows whose husbands had paid all the bills.  A few clients are incapacitated and we manage their affairs as their court-appointed guardian. We provide monthly statements showing bills paid and income received.