Aging Expert, Consultant at AgingParents.com and AgingInvestor.com, Forbes blogger
Level: LEVEL 01 (12 mo pts: 0 pts)
Lifetime points: 2 pts
Elder law Attorney and Registered Nurse. Consultant on aging issues in families, in family owned businesses and for financial services professionals with problematic aging clients. We offer facilitated family meetings, resolution of disputes, and educational programs for financial professionals whose clients are showing signs of diminished capacity.
At AgingParents.com: We offer coaching and family meetings, in person and by phone or Skype. We mediate conflicts about elders, as well as provide dispute resolution of legal cases involving elders or their estates. We serve as neutrals in your conflicts. Working as a team with a licensed psychologist, Dr. Mikol Davis, we help you solve your problems with crisis, difficult decisions, dementia issues, fights about money, relationships and caregiving. We have particular interest in preventing and stopping elder abuse, particularly with finances.
At AgingInvestor.com: We offer educational webinars to financial services professionals who have aging investors, developing senior-specific policies and providing training for handling cognitively impaired and difficult aging clients. We have techniques to offer you to reduce the failure rate of intergenerational wealth transfers. Live workshops are available now. We offer presentations at your conventions and professional group meetings about the issue of diminished capacity and financial decision making. We can help you find a clear action path with our expertise in aging issues.
Special skill areas: Elders with dementia, loss of financial decision-making capacity, financial elder abuse, elderly driving, public benefits for aging persons, calming sibling disputes, talking to seniors about finances, and healthy aging. We offer solutions from our unique combination of health care, elder law and mental health skills and experience.
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