Planning for Aging


All professionals who care for or represent older persons will, at some point, be called upon to discuss critical issues that influence independence and care, including legal and financial factors. Planning for aging allows clients (and their families) to understand and ensure what they want in terms of their quality of life, their care, their passing and their estate. Should you wish to offer your clients these services, my associates and I would be pleased to assist you. Some of our recent services include:

Later Life and Disability Planning:

  • Enhanced Succession, Tax and Financial Planning
  • Powers of Attorney, Mandates Given in Anticipation of Incapacity (Enduring Powers of Attorneys) and Health Care Decision-Making (Advance Directives)
  • Housing and Assisted Living Options

Crisis Counseling:

  • Capacity Counseling
  • Protective Regimes (Guardianship): Curatorship, Tutorship and Advisers
  • Homologation of Mandates
  • Care Assessment, Planning and Management
  • Access to Public and Private Sector Health, Community and other Services

Planning for Retirement and Related Law and Aging Issues:

  • Retirement Planning
  • Age Discrimination
  • Later Life Marriage, Divorce and Separation Issues
  • Pensions
  • Abuse and Exploitation