Legal/Financial/Real Estate

Elder Law

A local, knowledgeable Elder Law expert can assist you with all of the legal questions and concerns that come up as you interpret the many aspects of aging and senior care...

Financial Management

Finances become noticeably more complicated when advanced aging is entered into the mix...

Medicaid Planning

Part of guarding yourself as you age is planning for scenarios that you hope will never happen so you’re protected if they do...

Power of Attorney

Power of Attorney or POA is a term for a letter of attorney written for a person (or ‘principle’) in order to name an agent they trust to act on their behalf...


Find a SRES Certified Realtor. A (SRES) Senior Real Estate Specialist understands the challenges that seniors go through to sell their home, find a new home and move. There are many factors to consider over a the normal routine of selling your home. A Senior Real Estate Specialist have demonstrated the necessary knowledge and expertise to counsel clients age 50+ through major financial and lifestyle transitions in relocating, refinancing, or selling the family home. Find a Realtor in your area or call 1-866-320-8803

Estate Planning

Estate planning is the process of anticipating and arranging, during a person's life, for the disposal of their estate. Estate planning can be used to eliminate uncertainties over the administration of a probate and to maximize the value of the estate by reducing taxes and other expenses.

Bill Paying Services

Paying bills is stressful enough, even for those that are young and able. As day-to-day bills acquire-and as more bills pop up due to elder care, seniors might find that they require bill paying services to help make payments, sort bills and prioritize payments so that no important bills get swept under the rug. Using a bill paying service can ease quite a bit of stress for seniors and their loved ones.


A guardian acts as an advocate and decision-maker for someone who is no longer able to make decisions on their own behalf. Seniors afflicted with Alzheimer's, dementia, or certain other medical conditions may become unable to tend to their own finances, medical decisions, and living arrangements. If a senior has not already appointed a power of attorney, the court will appoint a guardian to manage the person's care. When there is no family able or willing to take on this responsibility, a care manager can recommend a trustworthy guardian to act in the best interest of the senior.

Health Care Surrogate

A health care surrogate is a person designated to make medical decisions on behalf of someone who is unable to make their own decisions due to illness or incapacitation. If an individual has not appointed a health care surrogate on their own, a doctor will appoint one in the event the individual becomes unable to make their own medical decisions. It is wise to appoint one yourself before the need arises so you know that if you are ever unable to act in your own best interest, your wishes will be carried out by someone you know and trust.
LEGACY – Integrity on Ice: Joseph Dallanegra’s Legacy
Born on Feb. 6, 1933, Joseph Dallanegra was raised in New Jersey as the son of two ambitious attorneys; his mother was a researcher and his father was a trial lawyer. Some of...
LEGACY – Wings of Love: The Story of a Pilot Who Flew President Johnson in Air Force One
On May 28, 1999, Lt. Col. W.J. Williams USAF and the 1254th Transport Group wrote a memoir to his family. In part, it read… A cheerful, spry man, now 91, Mr. Williams’ eyes smiled...
What’s in Your Medicine Cabinet? Part 3: Vitamins and Supplements
A week does not go by without one of my clients asking if there is a supplement they can take for their symptoms. In this last part of our three-part series titled “What’s in Your...
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