Practice Limited to Northern California
If your family is responsible for an
elderly relative, don't just assume that there is a long term
care, medical or financial plan in place. It is hard to think
about caring for an aging relative, but matters of declining
health, estate planning, and financing medical and long-term
care costs, are all difficult issues that must be faced.
But you do not have to do this alone.
If you are facing the physical or mental decline
of a family member, Doug Kaplan can help. With more than
25 years of experience helping families like yours prepare both
financially and emotionally for long-term care.
When a parent, spouse or loved one needs increasing
help with personal care, the physical stress and worry about
money can affect everyone. Yet, with planning, you and your
family can meet these long-term care challenges while still
protecting the home and the lifestyle.
So they can enjoy greater degrees
of financial security and plan lasting legacies, Doug works
with elders and their maturing children by assessing the folowing:
Doug can also answer your questions about financial
planning. Should you have a family trust? If so, who should
become trustee? Family business succession, gifting, estate
planning - these are not simply legal matters, but personal
and financial moves that may affect families for generations.
Like a family doctor, Doug acts as a trusted advisor to put
your family on the right path.
Kaplan says, "Seniors enrich our lives and they deserve
to age comfortably without worrying their families or where
the money will come from."