Services Offered for Referral

Elder Care - determine principal caregiver, in-home care, housing options,
adjusting lifestyle, organizing and conducting family meetings

Legal/Estate Planning – Advance Directives, establish/review/update estate plan
via trust or will, address probate, power of attorney, transfer/divest assets to
qualify for Medicaid

Financial Planning - define retirement plan, review income, investments, assets,
pensions, 401(K)

Insurance Specialists - evaluate available long term care, annuities, term, whole,
universal insurance and burial insurance

Benefits Specialists - secure pensions, secondary health insurance, social security,
veteran's benefits...know your rights

Social Worker - devoted to aging issues such as disability, nutrition and
emotional transition

Geriatric Care Managers - coordinate medical and social needs with a personal
care in-home safety

Additional Personal Assistance - providing daily assistance including
transportation, medical and non-medical home health care, errand service,
shopping, medication pick up

Real Estate Specialists - utilize a certified Seniors Real Estate Specialist,
including a Senior Mortgage Specialist

Downsizing/Relocation - assess alternatives among life care community, senior
living, assisted living, nursing home, including packing and moving

Organize Personal Data - locate, centralize, collate and file