Expert, comprehensive help for Caregivers

Caring for a parent or spouse can be one of the most difficult tasks many people experience. In addition to the doctor’s appointments and the checking in, caregivers often have to deal with legal issues such as guardianship, applying for public benefits, and selling property. There is a lot to do, and mistakes can be costly.

We offer a comprehensive solution for caregivers. We start with a review of the person’s situation that includes (1) what, if any, advance planning (i.e. wills, trusts, powers of attorney, and health care powers) are in place; (2) a full personal financial; (3) review of current and future care needs and placements; and (4) opportunities for applying for public benefits. From there, we provide a report and recommendations in each of the areas. Finally, we help with implementing the plan, which can include everything from updating estate plans to applying for public benefits to selling real estate or making other necessary financial transactions.

The result? Caregivers can focus on taking care of their loved ones, and have confidence in the work they are doing for their parent or spouse.


Q:

How do I get started?

A:

Simply schedule an appointment to meet and review the situation. This is a no-charge initial consult used to understand your needs and see if moving forward is a good option.


Q:

A:

Is what you call “caregiver assistance” the same thing as Elder Law?

Elder Law in the legal world means facilitating eligibility for public benefits. Our work sometimes includes this, but this is only one possible area that our clients might need assistance in.


Q:

 

What does this all cost?

A:

It really depends. Some people just need us to point them in the right direction and be available as a resource. For others, we do significant work in multiple areas. Most of the work we do in this area is on a flat fee quoted up front, so our clients can decide whether a given recommendation is worth it. Our work can be paid from the funds of the person who needs care.


Q:

 

What happens in the initial consultation?

A:

 

We try to learn as much as we can about the person who needs care. This includes their family situation, asset structure, care needs and prognosis. We also discuss, in general terms, the goals of our work and the possible strategies that might be used to accomplish those goals. The goal is to make sure both sides are comfortable moving forward with a full analysis of the situation and recommendations.    


READY TO GET STARTED?

All of our work starts with a free no-obligation consultation. Call us today to schedule.