Financial Capacity

Please contact us to schedule an appointment.

Financial Capacity - Determining if a senior still has the ability to manage their finances without making mistakes or being taken advantage of by others, requires specialized testing and assessment.

After an individual has been deemed lacking the capacity to handle finances, this allows families the ability to take the next steps with law firms who specialize in elder law to draw up the necessary documents (e.g. Power of Attorney, Guardianship, etc.).

Taking these steps allow families to help their loved ones with making financial and other decisions that they may need assistance with.

*Please note that this type of evaluation is not covered by insurance, as all covered services must be deemed “medically necessary” by Medicare standards.

Please see the “What You Will Need to Schedule an Appointment” tab on our main “Services” page or call us to get started.