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We frequently help clients plan for care transitions for their parents or grandparents—and at times, for a spouse or child. We recognize how challenging this type of planning can be and encourage our clients, when feasible, to take time developing a plan that will best address the wide range of considerations.

If you have family members with disabilities or long-term healthcare issues, we can share our experiences, connect you with elder care resources, and assist in establishing trusts for their needs. We also can help with securing a professional fiduciary or conservator to provide oversight for the care and maintenance of your loved ones. This type of personalized service is a benefit that we are proud to offer our clients as it can provide needed relief in difficult circumstances.

Please Note: Blume Capital will coordinate closely with your outside advisors; we do not serve as an accountant, attorney, or insurance agent. Blume Capital does not prepare tax returns, estate-planning documents, or sell insurance products.