Services

Helping Seniors Live A Hassle-Free Life

Trusted Advisor, LLC has a suite of quality services that protect their finances, manage their assets, secure their healthcare, and supervise their living conditions. Our team uses their knowledge and expertise about elder law as well as senior citizen’s rights to ensure you get to enjoy your golden years without worries.

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Comprehensive Services at Reasonable Rates

We’ll handle all of your legal, property, and healthcare affairs and make sure they are addressed exactly as you have ordered. Additionally, we’ll protect you from malicious entities that aim to take advantage of you in your old age. Our services include:

  • Reviewing finances, including income and expenses.
  • Reviewing wills, trusts, healthcare, and property powers.
  • Overseeing in-home living arrangements and long-term care issues.

Be a Better Caretaker For Your Parents and Yourself

A senior healthcare network surveyed adults aged 45 to 65 about caring for their parents in their old age. A majority of them say they are likely to become caregivers for their parents; however, the survey results are not encouraging:

  • 49% of respondents can’t name a single prescription drug their parents take.
  • 31% of respondents don’t know how many medications their parents take.
  • 34% of respondents don’t know whether their parents have a safe deposit box or where the key is.
  • 36% of respondents don’t know where their parents’ financial information is located.

We encourage those who wish to be caregivers to take charge and learn all of their parents’ financial, medical, and personal affairs. Have a conversation with your parents about these topics and create a plan. For those who don’t wish to be a caregiver, call your doctor, lawyer, or city/town social service agency and obtain recommendations. It is best to plan now rather than have an emergency transpire.

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Enjoy Your Golden Years

With our help, you can protect yourself from being financially exploited. Contact our team today if you’re interested in any of our services. We are more than happy to help you.

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