Estate Planning  Considerations : Legal assistance regarding Wills and Advanced Directives, including Powers of Attorney.

Financial Advice for seniors on accurate cash flow projections:  Individual review and advisement of investment cash flow projections which will include potential impact of lifestyle and health care costs. 

Senior Advocate and resource coordinator Client-centered care coordination and advocacy to ensure your loved one can age well in place.

Trust planning: A corporate trustee can be a crucial partner in protecting assets from predators and providing financial assistance in many other ways.                                 

Relocation and Downsizing advice and coordination: Assist families by minimizing the emotional and physical challenges associated with downsizing and de-cluttering a lifetime of belongings to provide a safer home or a move to a more manageable situation.

Home safety considerations and home modification advice:  Design and coordinate home modifications to optimize safety, comfort and independence.

Medicare and Medicare Supplement advice: Educating and assisting Medicare beneficiaries through the overwhelming insurance options to find their best value.

In home care:  Flexible in home care options to help seniors maintain their independence and safely age in place. Our services include; Transportation, Personal Care, Meals, Medication Management and more

If you or a loved one is experiencing any of these challenges, then please call Andy Houck, 865.300.4612.