Helping seniors preserve their assets, legal rights, and dignity in aging through high-quality legal assistance, compassionate health care advocacy, and experienced tax and financial services.

As agents under your power of attorney, we pay bills, balance checking accounts and manage autopay setup. 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.

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.