Elder Law

It's never easy to think about or plan for our older family members' late stages, or even end of life situations. In the coming years, the baby-boom generation will spark an unprecedented increase in the size of the elderly population. As life spans continue to increase for the fastest growing sector of the U.S. population, senior citizens and their families will face challenging questions regarding the delivery of health care and the protection of their assets. The substantial growth of America's elderly population is driving the exploding demand for housing options, home care and future medical care.



Elder law is a legal term which covers an area of law that places an emphasis on those issues that affect the growing aging population. Elder law encompasses many different issues facing our aging clients, including:

  • Medicaid planning/asset protection
  • Guardianship
  • Planning for the disabled family member
  • Special Needs Trusts
  • VA Aid and Attendance Benefits
  • Nursing home issues
  • Assistance with living arrangements and service for Seniors

 Elder Information Center

Elder Care Services

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Many older Americans struggle with daily money management. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.

With our elder care services, you get caring, honest and knowledgeable professional help tailored to you and your family's specific needs. Someone on your team, looking out for your loved one's best interest.

Your loved ones get assistance with their daily, weekly, monthly or annual finances and business duties and you and the family can be kept informed of every step we make. That way, you always know that your family member's needs are being met whether you're nearby or thousands of miles away. Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help tailored to your specific needs in any of the following areas.


Financial Affairs Management:
  • Help establish budget.
  • Reconcile bank statements.
  • Reviewing household bills and record keeping.
  • Offering second opinions regarding household issues and unexpected situations.
  • Reviewing day-to-day financial transactions.
  • Preparing an inventory of personal assets and investments.
  • Planning retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • Identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Review investment portfolio and other assets in conjunction with their investment advisor.

Tax Planning:
  • Compile tax records.
  • Conduct income tax planning.
  • Conduct income tax preparation.
  • Prepare gift tax returns.
  • Carry out estate planning.
  • Prepare estate tax returns.
  • Prepare employment tax returns for caregivers and household help.

Evaluation of financial options:
  • Medicare and Medicaid
  • Long-term care insurance
  • Medigap insurance
  • Annuities
  • Reverse Mortgages
  • Flexible Spending Accounts

Nonfinancial Services:
  • Manage real estate and other property.
  • Assist with Planning for housing and support service needs.
  • Assist with Planning for declining competency.
  • Assist with Planning for death or disability of one or both spouses.
  • Assist with Planning for dependent/disabled adult children.
  • Assist with evaluating alternative costs of retirement communities and other housing.
  • Assist with evaluating housing and care alternatives.
  • Assist with providing referrals to local services and agencies.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.


How we can help?

If you think you or your loved one needs assistance with a legal matter, talking with an experienced elder lawyer can help. Whether you need information on moving someone from home to a nursing home or assisted living facility, dealing with the issue surrounding terminal or long term illness, or pre Medicaid planning, we can help. To learn more about how we can help you, please feel free to contact our office.

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info@estateplansandprobate.com