Services

NEEDS ANALYSIS

You know you need to take action, but you don’t know where to start. We make it easy. You’ll tell us about your family, the kinds of things you’ve been noticing and your biggest concerns. Our team of professionals, including Estate/Elder Law Attorneys, CPAs, Care Managers, Medicare experts, Medicaid experts, Reverse Mortgage experts, Realtors, Organizers and more, will review all the details, uncover urgent issues, prioritize the actions required and establish the smartest goals for you and your loved ones. Looking at the situation from the perspective of all of our various competencies, we'll guide you and save you time, emotional upheaval and a lot of money. 

YES, I WANT PEACE OF MIND

GRAND FAMILY ESTATE PLANS™

A suite of services that combines the formidable talents of our team of professionals, including Estate/Elder Law Attorneys, CPAs, Care Managers, Medicare experts, Medicaid experts, Reverse Mortgage experts, Realtors, Organizers and more. We provide estate planning, tax strategies, long term care strategies, medical data record-keeping tools and assistance preserving your cherished memories for future generations implementing superior, cost-effective technologies. Discover a whole new level of service to preserve your legacy and protect yourself and your family from the ravages of illness.

YES, THAT SOUNDS LIKE A PLAN!

SECURE SERENE SINGLES (S3) PLANS™ 

For widows, divorcees and those who’ve never married, there are special concerns. While you’re independent and capable now, someday you won’t be. Who will be your advocate? Who will speak for you when you can’t speak for yourself? This plan connects you with a trustworthy medical advocate who may be appointed to assist you, in addition to the services outlined in the Grand Family Estate Plans. 

YES, I WANT TO REMAIN INDEPENDENT

GRAND FAMILY RETREATS™

Your family is spread out across great distances. You’d love to have a holiday together, as a family. What if you could? What if, at the end of the great time you all had together, you could plan for the future, making sure everyone understands their roles, and that Mom and Dad will always have the care and support they want and deserve?

YES, I WANT A MEANINGFUL FAMILY HOLIDAY