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Planning for Senior Parents

When Mom and Dad Need Help

The day may come where frailty, memory loss or a chronic condition makes a life of independence for your loved one impractical or unsafe.  That day may have already arrived.  Taking an active role in addressing the caregiving, long-term-care funding, investment coordination, medical and estate planning needs of an aging parent is imperative if you desire to take the lifestyle and care-receipt wishes of your elder loved one into account before the window of capacity to provide their input closes.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your preferences, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

I can help you build such a plan and provide you guidance through the process to help ensure that the financial, emotional, medical and legal challenges you face during this transitional period are met while avoiding the potential pitfalls that can derail the best of intentions causing undue stress, unnecessary expense and perhaps irrevocable mistakes.

Let's meet!

I am ready to help you implement a plan that addresses your biggest concerns about your loved ones care, housing, finances, and estate plan.


Schedule with Keith