Our team of dedicated professionals is experienced in legal, health care and financial advocacy. We know that each client is unique and requires a specific set of solutions. Our services …
We prepare income tax returns for individuals, estates and trusts.
We also monitor investment accounts to advocate for our clients. We are not financial advisors but we watch for excessive fees charged and other practices that don’t benefit our clients.
Health Care Advocacy
When you have an unexpected trip to the ER, we are there for you. We will help you create a Patient Medical History form in advance. It will save valuable time and provide the medical staff with the information they need to treat you. We will stay with you to coordinate with the hospital’s doctors and nurses and make sure they follow through.
When you go to the doctor we’ll accompany you and take notes. We’ll ensure that your questions are answered, and that the doctor’s instructions are understood. We also send meeting notes to out-of-town family members of your choice.
When you are considering a move to independent or assisted living we’ll help you make choices that make sense for you. The options can be overwhelming. Our specialists stay current with changes in senior care management and will give you the information you need to make the best choice for yourself.
We are paralegals and do not provide legal advice. However, we match our clients with attorneys who will give them the legal counsel that is most appropriate for their situation.
When you need someone to serve and you can’t act, we are trustees, agents under powers of attorney for financial and health care, executors and personal representatives.
We assist attorneys in the preparation of living wills, powers of attorney, wills and trusts.