Broker Check

Elder Care Planning

As people age the need for caregiving and planning becomes critical.  This typically falls on the children’s shoulders, naturally. We guide our clients and their children through the extensive check lists involved at this stage in life.  Having personal and professional experience in caregiving gives us a real life view into how complex this can be and also how a plan and proper resources can make this an easier experience for all involved.


  • Frequently addressed areas for elder care:
  • Household issues
  • Transportation
  • Legal Documentation (Wills, end of Life wishes, powers of attorney)



As members of the estate planning council, we are in touch with many professionals and concepts involved in the aging of people and their estates.  The proper team to engage in the management and transfer plan of such can make a difficult process become much more seamless.