Practice Description
Seniors - We help seniors get their bills paid on time and correctly. Additionally, we manage the paperwork, tackle vendor and insurance matters, and secure other needed resources. We also collaborate with clients' accountants, attorneys, and financial advisors on various efforts, like preparing for tax time, and we work tirelessly to protect our clients from scams and other elder financial abuse.
Divorce - We support clients through a very difficult transition by assisting them with various post-divorce efforts, such as helping them transfer assets, refinance homes, learn smart daily money management and cash flow, as well as get connected with needed resources and professionals as they enter a new path in life.
