Aging is Complex, with Many Moving Parts

Many people lack the understanding, experience and time it takes to navigate elder care. Partners in Aging is here so that you don't have to manage a loved one's care alone.


Creating a comprehensive plan that covers the legal, financial, medical, and social aspects of aging is challenging. Even experienced professionals may struggle to understand how all the pieces fit together.


That's why we created Partners in Aging.

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Aging is Complex.
We Make it Easier to Navigate.

Our partners are experts in their fields

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There are many skilled financial planning professionals, but few have specialized expertise in the matters you or a loved one are facing. Whether it’s a transition to retirement, wanting to protect a spouse who may be showing the early signs of dementia, or making sure your kids won’t be burdened if you need help, our Partners in Aging financial planners are here to help you.

A fiduciary is legally and ethically required to act in someone’s best interests, using legal services such as trusteeship, power of attorney, guardian, and executor. Whether you wish to relieve your children of administering your estate, need help for a family member who’s unable to manage their own finances and medical needs, or similar situations you may not be comfortable handling on your own, a professional fiduciary may be helpful.

Protect your wealth, preserve your quality of life, and leave a legacy for your family with a comprehensive estate plan. Whether you have a large estate or own a few assets, it helps to have a clear plan in place in the event of your incapacitation or death. We work with experienced Elder Law and Estate Planning attorneys to ensure your estate is set up for success.

Concerns about long-term care and nursing home expenses are a major concern for retirees. By planning in advance, you can preserve your assets from long-term care costs and meet eligibility requirements for Medicaid and VA benefits. By working with our Medicaid and VA specialist partners, you can develop a long-term care plan that safeguards your family and preserves your wealth.

Tax advisors play a crucial role in retirement planning. They help retirees optimize their income while reducing tax burdens, develop smart investment strategies, navigate Social Security claim options, and plan retirement account distributions. They also provide valuable advice on minimizing estate and inheritance taxes. By tapping into their expertise, you can make well-informed decisions, follow tax regulations, and secure a prosperous retirement.

At every stage of life, people want to live comfortably and safely. Aging brings a variety of unique challenges and unexpected transitions. You need professional expertise with age-related housing decisions. This might include anything from downsizing your own home to helping Mom make the transition from homeowner to assisted living. Our Partners in Aging professionals have the knowledge and resources to help you. 

Long-term care coordinators specialize in helping families manage the complex world of long-term care services. They work closely with you to create personalized care plans, coordinate the different aspects of care, and connect you with the right resources. Think of them as your trusted advocates, there to support you and reduce the stress of navigating the overwhelming process of long-term care. 

Senior Living Advisors are professionals who specialize in helping individuals and families find appropriate long-term care options for seniors. Their primary role is to provide guidance and assistance in selecting the most suitable care setting, such as assisted living communities, memory care facilities, or home care services. By partnering with these advisors, you can navigate the complex landscape of senior living with confidence and peace of mind.

Medicare is daunting. That is why we recommend meeting with a Medicare specialist who can provide tailored advice and guidance when it comes to healthcare coverage. From maximizing coverage and benefits to smoothing out enrollment processes and addressing any concerns, Medicare specialists are there to ensure you have the most up-to-date information and make informed decisions.

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How We Help

we make it easy to get the help you need

Schedule a Free Consultation with an Aging Advisor

Work Together to Create a Plan of Action

Implement Your Plan with the Help of Our Expert Advisors

Use Our Ongoing Resources to Keep Your Plan Up to Date

Our Comprehensive Services Support You Every Step of the Way

Navigating elder care can be overwhelming, lonely and expensive. It is our mission to make it easier for aging individuals and family caregivers to get the support they need.


In collaboration with Applegate & Dillman Elder Law, Partners in Aging delivers an all-inclusive approach to elder care.


Our combined expertise in care coordination, legal services, real estate, financial services and fiduciary management ensures that every facet of elder care is handled with skill, compassion, and professionalism.


We provide you and your loved ones with confidence and peace of mind throughout the elder care journey.

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Frequently Asked Questions

There are many factors to consider when navigating elder care for yourself or a loved one.


We have built a holistic team of experts in elder law, real estate, financial planning, fiduciary services, care coordination and more to meet the needs of you and your family.


This gives you back your time, saves you money, and provides you peace of mind knowing that you have a team in place.

There are six areas to consider when creating a plan for aging: 


Estate Planning: How to manage your assets and distribute them after death.


Housing: Where you want to live and how it fits your needs as you age.


Advance Directives: Who can make decisions about your life if you’re no longer able to do so.


Financial Planning: How to make your income last retirement, how to pay for long-term care, and how to leave a legacy for your heirs.


Asset Protection Planning: Protect assets from taxes, litigation, and long-term care costs.


Social Life: How you’ll spend your time in retirement, such as pursuing new hobbies, traveling, spending time with family and friends.

No, we do not provide hands-on medical care. However, we can conduct an assessment to determine care needs and connect you to providers who can meet those needs.

Partners in Aging can help individuals or couples beginning to plan for retirement who want to ensure their ducks are in a row. We also support family caregivers as they are navigating care needs for their loved ones.

If you are married, we recommend both of you plan together. We’ve also seen great success in including any children, family, or friends who you want to be informed of your plan.

Partners in Aging is uniquely positioned to provide holistic services to our aging clients. After years of listening to clients and their families’ needs as they navigated the elder care industry, members of the Applegate & Dillman Elder Law team launched Partners in Aging to make it easier for families to get the help they need.


Our staff and partners have extensive personal and professional experience in addressing challenges that come with aging, and we always put our clients first.

Don’t Risk Losing the Life You Want to Live

At Partners in Aging, we understand the unique challenges that come with managing the affairs of elderly loved ones.


Our mission is to provide a comprehensive range of services that ease the burden on family caregivers and adult children, ensuring your loved ones receive the best care possible.

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Give Yourself the Gift of Peace of Mind

Managing the affairs of an elderly loved one can be overwhelming. We take on the heavy lifting, so you can focus on what matters most—spending quality time with your family.

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Ready to Get Started with an Assessment?

Our Aging Advisors are looking forward to speaking with you. 
Schedule a call today and download our Aging Checklist.