The Estate and Elder Planning Center, LLC

Coordinating personal, financial and legal for both generations

The Estate and Elder Planning Center is a single source for families to find answers to their questions about how to make the best use of all resources – both public and private – to assure that seniors are properly cared for with dignity and compassion.
 

We don't really market to the public for this part of our work.  Families are usually referred in by professionals in the elder care industry such as Home Health, Assisted Living and Nursing Homes.  For this reason, we are happy to offer a no-cost first appointment so that a family can come in and receive pertinent and specific education regarding their specific situation.  This empowers the families to make good decisions on behalf of the older person(s) and take ownership of the process.

The intangible product of our professional process is a reduction of stress on the family and an optimization of quality of life and resources.

Call Jody today to find out more at 615-764-0019

Upcoming Events

June 7th

Elder Law Attorney Timothy L. Takacs is back with his eye opening talk on the "Danger Zone".  Here's what one attendee said afterwards, "Attending Tim's presentation of the "Danger Zone" was not only insightful and educational, but extremely applicable for anyone who deals with the children of aging parents. For senior service providers, the information is priceless...it gives us the needed "visuals" to succinctly explain the absolutes of aging and the effects on families and seniors. The information should be in everyone's arsenal....because everyone will need it....sooner or later."  This class is for families as well as professionals. 





 

Investment advisory services provided by Redhawk Wealth Advisors Inc., an SEC registered investment adviser