I provide these links for these areas of financial planning that are particularly challenging to find an experienced resource** for solutions.
In alphabetical order within category and, where possible, more than one choice so you may choose:
Wills and Living Trusts/Estate Planning (Senior Specific Services & for others too).
- Dustin MacFarlane
- Samuel Swenson
- National resource American Academy of Estate Planning Attorneys
- National resource National Academy of Elder Law Attorneys (legal issues of aging and those with special needs of all ages)
Eldercare Consulting (Senior Specific Services)
- Karen and Alan Fisher
- Helen Justice (Veteran and VA benefits specialty)
- Elder Care Resources (National - My Blog with links to Adult Day Care, Home Health Care and other Information and Services options for this important topic)
Tax Help & Preparation
Health, Medical, Disability, Dental or Long Term Care Insurance
Life Insurance, Disabiltiy or Long Term Care Insurance (Nationally including CA). (800) 922-6290
Ask for the specialist in the specific area of:
Certified Student Loan Professional (CSLP) for repayment advice on existing student loans. Find a professional near you by State (be sure to look for CSLP Designation after their name and that the expire date is current).
**The above-mentioned professionals are not affiliated with Better Financial Education. Any information provided by these professionals is provided entirely on behalf of that professional in their subject area to you and your specific situation. There is no compensation agreement between the above mentioned professionals and Better Financial Education.